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.
- When this happens...New Form
Triggers when a new form is added to your account.
- automatically do this!Add Activity
Adds a new activity.
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