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.

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

    Triggers when a form entry 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
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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
method-crm logo
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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