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Method CRM + Typeform

Create Method leads from new Typeform entries

Put an end to time-consuming, manual data entry for good with this integration. Use it to let leads flow from Typeform to Method in real-time and let this automation instantly create a follow-up activity in Method for every new Typeform lead. This integration will put extra time back in your day, so you can finally focus on what matters - growing your business.

Put an end to time-consuming, manual data entry for good with this integration. Use it to let leads flow from Typeform to Method in real-time and let this automation instantly create a follow-up activity in Method for every new Typeform lead. This integration will put extra time back in your day, so you can finally focus on what matters - growing your business.

  1. When this happens...
    TypeformTypeform
    New Entry

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this...
    Method CRMMethod CRM
    Add Customer or Customer Lead (QuickBooks Only)

    Adds a new customer or customer lead

    ActionWrite
  3. 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
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Supported triggers and actions

What does this mean?

    • FormRequired

    Trigger
    Instant
    Try It

    • Form To DuplicateRequired

    • Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)

    • Title of Your Duplicate Form (leave blank for same title)

    Action
    Write

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Method CRM triggers, actions, and search

    New Activity

    Triggers when a new activity is added.

    Trigger
    Scheduled
    Try It

    • title of your formRequired

    • Choose Workspace To Create This Form In, leave it blank for default workspace

    Action
    Write

    • Form To Update Question inRequired

    • Please provide list of choices

    Action
    Write

    • FormRequired

    • responses submitted since the specified date and time.

    • responses submitted until the specified date and time.

    • search for responses that include the specified string.

    • search for responses that are complete.

    • maximum number of responses to fetch (default: 25, max: 1000)

    Action
    Search
  • Method CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is added.

    Trigger
    Scheduled
    Try It