Method CRM + Squarespace
Add new Squarespace form submissions as generic entries in Method CRM
When a new form is submitted through Squarespace, this workflow spring into action, adding a generic entry into Method CRM. This seamless process ensures that all your Squarespace form submissions are instantly recorded in your CRM, enabling better sales, marketing, and customer relations strategies. Enjoy efficient data management without the need to manually transfer information.
When a new form is submitted through Squarespace, this workflow spring into action, adding a generic entry into Method CRM. This seamless process ensures that all your Squarespace form submissions are instantly recorded in your CRM, enabling better sales, marketing, and customer relations strategies. Enjoy efficient data management without the need to manually transfer information.
- When this happens...New Form Submission
Triggers when form submission is submitted.
- automatically do this!Add Generic Entry
Adds a new entry to a table.
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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
