Method CRM + WPForms
Create Method CRM customers or customer leads from new WPForms entries
Easily manage your customer leads with this efficient workflow between WPForms and Method CRM. Whenever a new form entry is submitted in WPForms, this automation will add a customer or customer lead in Method CRM's QuickBooks. Save time and stay organized by having all your valuable leads centralized in one place, effortlessly.
Easily manage your customer leads with this efficient workflow between WPForms and Method CRM. Whenever a new form entry is submitted in WPForms, this automation will add a customer or customer lead in Method CRM's QuickBooks. Save time and stay organized by having all your valuable leads centralized in one place, effortlessly.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Add Customer or Customer Lead (QuickBooks Only)
Adds a new customer or customer lead
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- 14 day trial for premium features & apps
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
