Gravity Forms + Method CRM
Create Method leads from new submissions on Gravity Forms
Say goodbye to manual lead entry with the Gravity Forms Method integration. Use this integration to automatically add leads from Gravity Forms into Method as contacts. Plus, once a lead flows into Method from Gravity Forms, this integration also creates a follow-up activity to make sure no leads slip through the cracks.
Say goodbye to manual lead entry with the Gravity Forms Method integration. Use this integration to automatically add leads from Gravity Forms into Method as contacts. Plus, once a lead flows into Method from Gravity Forms, this integration also creates a follow-up activity to make sure no leads slip through the cracks.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this...Add Customer or Customer Lead (QuickBooks Only)
Adds a new customer or customer lead
- then do this...Find Contact
Finds an existing contact by entity full name, email or contact name.
- then do this!Add Activity
Adds a new activity.
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