Capture customer inquiries from Gravity Forms, add leads in Method CRM, and create opportunities
Capture customer inquiries from Gravity Forms, add leads in Method CRM, and create opportunities
Capture customer inquiries from Gravity Forms submissions, add leads to Method CRM, find or create contacts, and add opportunities. This process accelerates lead management and improves follow-up tracking for better sales outcomes.
Zap details:
Overview
Capture customer inquiries from Gravity Forms submissions, add leads to Method CRM, find or create contacts, and add opportunities. This process accelerates lead management and improves follow-up tracking for better sales outcomes.