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.

  1. When this happens...
    WPFormsWPForms
    New Form Entry

    Triggers when a form entry is submitted.

    TriggerInstant
  2. automatically do this!
    Method CRMMethod CRM
    Add Activity

    Adds a new activity.

    ActionWrite
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Supported triggers and actions

    • Api Docs Info

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
  • 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
    Polling
    Try It
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method-crm logo

About Method CRM

Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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wpforms logo

About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.
Learn more

Related categories

  • Forms & Surveys
  • WordPress

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