Method CRM + Squarespace
Add new Squarespace form submissions as customers or leads in Method CRM (quickbooks only)
Streamline your Squarespace form submissions by automatically adding them as customers or leads in Method CRM. This efficient workflow ensures that every time a form is submitted on your Squarespace site, a customer or lead is created in Method CRM, saving you time and simplifying data management. Stay organized and focus on nurturing potential customers for your business with this seamless process.
Streamline your Squarespace form submissions by automatically adding them as customers or leads in Method CRM. This efficient workflow ensures that every time a form is submitted on your Squarespace site, a customer or lead is created in Method CRM, saving you time and simplifying data management. Stay organized and focus on nurturing potential customers for your business with this seamless process.
- When this happens...New Form Submission
Triggers when form submission is submitted.
- automatically do this!Add Customer or Customer Lead (QuickBooks Only)
Adds a new customer or customer lead
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FormRequired
Try ItNew 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 It
Api 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 ItNew Vendor
Triggers when a new vendor is added.
Try It
