Method CRM + Paperform
Create Method CRM activities from new Paperform form submissions
Effortlessly manage your customer interactions with this seamless Paperform and Method CRM integration. Whenever you receive a new form submission on Paperform, a corresponding activity will be added to Method CRM. This way, you can efficiently track and organize your customer data without manual data entry, letting you focus on building strong relationships and growing your business.
Effortlessly manage your customer interactions with this seamless Paperform and Method CRM integration. Whenever you receive a new form submission on Paperform, a corresponding activity will be added to Method CRM. This way, you can efficiently track and organize your customer data without manual data entry, letting you focus on building strong relationships and growing your business.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Add Activity
Adds a new activity.
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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
