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.
- When this happens...New Form Submission
Triggers when form submission is submitted.
- automatically do this!Add Opportunity
Adds a new opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
Try ItNew Activity
Triggers when a new activity is added.
Try ItNew Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Try ItNew Opportunity
Triggers when a new opportunity is added.
Try It
Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
New Contact
Triggers when a new contact is added.
Try ItNew Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Try ItNew Vendor
Triggers when a new vendor is added.
Try It
