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123FormBuilder + Method CRM

Create new Method CRM activities from 123FormBuilder form submissions

Boost your data collection and customer management efficiency with this 123FormBuilder and Method CRM workflow. When a new form entry is submitted in 123FormBuilder, an activity will be added to Method CRM, ensuring your customer records stay organized and up-to-date. This seamless integration provides precise information for your team, enhancing overall productivity.

Boost your data collection and customer management efficiency with this 123FormBuilder and Method CRM workflow. When a new form entry is submitted in 123FormBuilder, an activity will be added to Method CRM, ensuring your customer records stay organized and up-to-date. This seamless integration provides precise information for your team, enhancing overall productivity.

  1. When this happens...
    123FormBuilder123FormBuilder
    New Form

    Triggers when a new form is added to your account.

    TriggerScheduled
  2. automatically do this!
    Method CRMMethod CRM
    Add Activity

    Adds a new activity.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 123FormBuilder triggers, actions, and search

    New Form

    Triggers when a new form is added to your account.

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

    New Customer or Customer Lead (QuickBooks Only)

    Triggers when a new customer or customer lead is added.

    Trigger
    Scheduled
    Try It
    • FormRequired

    Trigger
    Scheduled
    Try It
  • 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
    Scheduled
    Try It
123formbuilder logo
123formbuilder logo

About 123FormBuilder

123FormBuilder is an easy way to create and use free html forms for your website using their online contact form generator!
Learn moreHelp

Related categories

  • Forms & Surveys

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About Method CRM

Method CRMâ„¢ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.

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