Formsite + Method CRM
Create activities in Method CRM for new Formsite form results
Effortlessly track your Formsite form submissions by adding them as activities in Method CRM with this seamless workflow. Whenever you receive a new Formsite form result, an activity is created in Method CRM, helping you stay organized and up-to-date on engagements. Streamline your data management and never miss a beat with this automation.
Effortlessly track your Formsite form submissions by adding them as activities in Method CRM with this seamless workflow. Whenever you receive a new Formsite form result, an activity is created in Method CRM, helping you stay organized and up-to-date on engagements. Streamline your data management and never miss a beat with this automation.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Add Activity
Adds a new activity.
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FormRequired
Try ItNew 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
New 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 ItStart DateRequired
Due Date
Comments
Opportunity Record ID
Contact RecordID
StatusRequired
TypeRequired
Assigned ToRequired
Custom Fields
