Gravity Forms + Method CRM

Create Method leads from new submissions on Gravity Forms

Say goodbye to manual lead entry with the Gravity Forms Method integration. Use this integration to automatically add leads from Gravity Forms into Method as contacts. Plus, once a lead flows into Method from Gravity Forms, this integration also creates a follow-up activity to make sure no leads slip through the cracks.

Say goodbye to manual lead entry with the Gravity Forms Method integration. Use this integration to automatically add leads from Gravity Forms into Method as contacts. Plus, once a lead flows into Method from Gravity Forms, this integration also creates a follow-up activity to make sure no leads slip through the cracks.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form 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
  3. then do this...
    Method CRMMethod CRM
    Find Contact

    Finds an existing contact by entity full name, email or contact name.

    ActionSearch
  4. then do this!
    Method CRMMethod CRM
    Add Activity

    Adds a new activity.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
  • Method CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is added.

    Trigger
    Scheduled
    Try It
  • 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
    Scheduled
    Try It
    • FormRequired

    Action
    Write
  • Method CRM triggers, actions, and search

    New Activity

    Triggers when a new activity is added.

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

    New Customer or Customer Lead (QuickBooks Only)

    Triggers when a new customer or customer lead is added.

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is added.

    Trigger
    Scheduled
    Try It
gravity-forms logo
gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Learn moreHelp

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  • Forms & Surveys
  • WordPress

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method-crm logo
method-crm logo

About Method CRM

Method CRMâ„¢ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.
Learn moreHelp

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  • CRM (Customer Relationship Management)

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