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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.

  1. long arrow
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    When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. long arrow
    short arrow
    automatically do this...
    Method CRMMethod CRM
    Add Customer or Customer Lead

    Adds a new customer or customer lead

    ActionWrite
  3. long arrow
    short arrow
    then do this...
    Method CRMMethod CRM
    Find Contact

    Finds an existing contact by entity full name, email or contact name.

    ActionSearch
  4. then do this!
    Method CRMMethod CRM
    Add Activity

    Adds a new activity.

    ActionWrite

Supported triggers and actions

What does this mean?
gravity-forms logo
gravity-forms logo
gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Learn More

Related categories

  • Forms & Surveys
  • WordPress

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method-crm logo
method-crm logo
method-crm logo

About Method CRM

Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.
Learn More

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