Method CRM + Unbounce

Create Method leads from new Unbounce form submissions

New leads are great, but the time it takes to manually add them into your CRM isn’t. Streamline your lead management process with the Unbounce Method integration and concentrate on activities that will help you close deals instead of admin work. Use this integration to automatically add leads that come through Unbounce to Method as lead contacts and create a follow-up activity for each of them instantly.

New leads are great, but the time it takes to manually add them into your CRM isn’t. Streamline your lead management process with the Unbounce Method integration and concentrate on activities that will help you close deals instead of admin work. Use this integration to automatically add leads that come through Unbounce to Method as lead contacts and create a follow-up activity for each of them instantly.

  1. When this happens...
    UnbounceUnbounce
    New Form Submission

    Triggers when a new Form Submission is received on a Landing Page, Overlay or Sticky Bar.

    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?
    • ClientRequired

    • Landing Page, Overlay or Sticky BarRequired

    Trigger
    Instant
    Try It
  • Method CRM triggers, actions, and search

    New Activity

    Triggers when a new activity is added.

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

    New Customer or Customer Lead (QuickBooks Only)

    Triggers when a new customer or customer lead is added.

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is added.

    Trigger
    Scheduled
    Try It
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Method CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is added.

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

    New Customer/Vendor or Customer/Vendor Lead (Xero Only)

    Triggers when a new customer/vendor or customer/vendor lead is added.

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

    New Vendor

    Triggers when a new vendor is added.

    Trigger
    Scheduled
    Try It