Create Method CRM customer leads from new Formstack submissions
Streamline your customer onboarding process with this seamless automation. When you receive a new submission in Formstack, this workflow will automatically create a new customer or customer lead in Method CRM using QuickBooks data. Save time and ensure accurate data entry for better customer relationship management.
Streamline your customer onboarding process with this seamless automation. When you receive a new submission in Formstack, this workflow will automatically create a new customer or customer lead in Method CRM using QuickBooks data. Save time and ensure accurate data entry for better customer relationship management.
- When this happens...New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
- automatically do this!Add Customer or Customer Lead (QuickBooks Only)
Adds a new customer or customer lead
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New Form
Triggers when a new Form is created.
Try ItFormRequired
User Agent
Remote Address
Mark Submission as "read"?
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 It
FormRequired
Field identification
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.
Try It