Formsite + Method CRM
Create opportunities in Method CRM from new Formsite form results
Efficiently manage new form submissions in your business process by utilizing this workflow between Formsite and Method CRM. Whenever a new form result is submitted in Formsite, a new opportunity will be created in Method CRM for seamless tracking and organization. Say goodbye to manual data entry and spend more time nurturing and converting prospects into clients with this powerful automation.
Efficiently manage new form submissions in your business process by utilizing this workflow between Formsite and Method CRM. Whenever a new form result is submitted in Formsite, a new opportunity will be created in Method CRM for seamless tracking and organization. Say goodbye to manual data entry and spend more time nurturing and converting prospects into clients with this powerful automation.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Add Opportunity
Adds a new opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
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
