Method CRM + WPForms
Create activities in Method CRM from new WPForms entries
Effortlessly manage new leads and customer interactions with this seamless workflow. Whenever a new form entry is submitted through WPForms, an activity will be added in Method CRM to keep track of communication and prioritize engagement. Save time by simplifying the process, and never miss an opportunity to follow up with potential customers.
Effortlessly manage new leads and customer interactions with this seamless workflow. Whenever a new form entry is submitted through WPForms, an activity will be added in Method CRM to keep track of communication and prioritize engagement. Save time by simplifying the process, and never miss an opportunity to follow up with potential customers.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Add Activity
Adds a new activity.
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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
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
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
