Gravity Forms + Method CRM

Create opportunities in Method CRM from new Gravity Forms submissions

Easily manage your sales pipeline by creating an automation that connects Gravity Forms and Method CRM. With this workflow, every time a form is submitted in Gravity Forms, an opportunity will be added in Method CRM, streamlining your lead tracking process. Improve your organization and save valuable time with this seamless connection between your form submission and CRM applications.

Easily manage your sales pipeline by creating an automation that connects Gravity Forms and Method CRM. With this workflow, every time a form is submitted in Gravity Forms, an opportunity will be added in Method CRM, streamlining your lead tracking process. Improve your organization and save valuable time with this seamless connection between your form submission and CRM applications.

  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 Opportunity

    Adds a new opportunity.

    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 more

Related categories

  • 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 more

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  • CRM (Customer Relationship Management)

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