Formidable Forms + Method CRM
Create new Method CRM activities from new Formidable Forms entries
Create seamless processes between Formidable Forms and Method CRM by automating the addition of new activities from form submissions. This workflow starts when a new entry is submitted in Formidable Forms and instantly adds a corresponding activity in Method CRM. Save time and stay organized by ensuring your customer and lead interactions are accurately tracked without manual intervention.
Create seamless processes between Formidable Forms and Method CRM by automating the addition of new activities from form submissions. This workflow starts when a new entry is submitted in Formidable Forms and instantly adds a corresponding activity in Method CRM. Save time and stay organized by ensuring your customer and lead interactions are accurately tracked without manual intervention.
- When this happens...New Entry
Triggers when a new form is submitted.
- automatically do this!Add Activity
Adds a new activity.
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FormRequired
Try ItApi Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
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.
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