Instapage + Method CRM
Create new Method CRM activities from Instapage form submissions
Effortlessly manage your leads with this Instapage and Method CRM integration. Once a form is submitted on Instapage, an activity will be added in Method CRM, helping you stay organized and track interactions with your contacts. Streamline your lead management process and ensure no important details are missed with this seamless workflow.
Effortlessly manage your leads with this Instapage and Method CRM integration. Once a form is submitted on Instapage, an activity will be added in Method CRM, helping you stay organized and track interactions with your contacts. Streamline your lead management process and ensure no important details are missed with this seamless workflow.
- When this happens...Form Submission
Triggers when a new form is submitted.
- automatically do this!Add Activity
Adds a new activity.
- Free forever for core features
- 14 day trial for premium features & apps
PageRequired
Help Text
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
