Method CRM + Squarespace Forms

Create opportunities in Method CRM from new Squarespace Forms form submissions

Create new opportunities in Method CRM with ease every time there is a new form submission on your Squarespace Forms website. This helpful automation will streamline your lead management process, allowing you to stay organized and efficiently manage potential clients. Say goodbye to manual data entry and keep your CRM up-to-date with this simple yet powerful workflow.

Create new opportunities in Method CRM with ease every time there is a new form submission on your Squarespace Forms website. This helpful automation will streamline your lead management process, allowing you to stay organized and efficiently manage potential clients. Say goodbye to manual data entry and keep your CRM up-to-date with this simple yet powerful workflow.

  1. When this happens...
    Squarespace FormsSquarespace Forms
    New Form Submission

    Triggers when form submission is submitted.

    TriggerInstant
  2. automatically do this!
    Method CRMMethod CRM
    Add Opportunity

    Adds a new opportunity.

    ActionWrite
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Supported triggers and actions

    • Api Docs Info

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
  • Method CRM triggers, actions, and search

    New Customer/Vendor or Customer/Vendor Lead (Xero Only)

    Triggers when a new customer/vendor or customer/vendor lead is added.

    Trigger
    Polling
    Try It
method-crm logo
method-crm logo

About Method CRM

Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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squarespace-forms logo
squarespace-forms logo

About Squarespace Forms

Squarespace is a website builder, blogging platform, hosting service, commerce platform, and domain name registrar.

Related categories

  • Forms & Surveys

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