Gravity Forms + Method CRM

Create customers or customer leads in Method CRM from new Gravity Forms submissions

Easily stay on top of new leads and customers with this seamless Gravity Forms and Method CRM automation. Once a form submission occurs in Gravity Forms, a new customer or customer lead will be created in Method CRM, keeping your records updated and organized without any manual effort. Save time and maintain accurate data with this efficient workflow.

When this happens...
Form Submission
Triggers when the specified form is submitted.
TriggerInstant
automatically do this!
Add Customer or Customer Lead (QuickBooks Only)
Adds a new customer or customer lead
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
New Contact
Triggers when a new contact is added.
Trigger
Scheduled
Try It
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
New Vendor
Triggers when a new vendor is added.
Trigger
Scheduled
Try It

- First NameRequired
- Last Name
- Entity Full NameRequired
- Email
- Phone
- Custom Fields
Action
Write
- First NameRequired
- Last Name
- NameRequired
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is CustomerVendor Lead?
- Custom Fields
Action
Write

- Contact RecordIDRequired
- Opportunity NameRequired
- Assigned ToRequired
- Close DateRequired
- Description
- Opportunity StageRequired
- Opportunity Type
- Amount
- Custom Fields
Action
Write
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
- First NameRequired
- Last Name
- Entity Full NameRequired
- Email
- Phone
- Custom Fields
Action
Search or write
- FieldRequired
- ValueRequired
- First NameRequired
- Last Name
- NameRequired
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is CustomerVendor Lead?
- Custom Fields
Action
Search or write

- FormRequired
Action
Write
New Activity
Triggers when a new activity is added.
Trigger
Scheduled
Try It
New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is added.
Trigger
Scheduled
Try It
- Start DateRequired
- Due Date
- Comments
- Opportunity Record ID
- Contact RecordID
- StatusRequired
- TypeRequired
- Assigned ToRequired
- Custom Fields
Action
Write
- First NameRequired
- Last Name
- NameRequired
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Write
- Table NameRequired
- Fields
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
- First NameRequired
- Last Name
- NameRequired
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Search or write

About Gravity Forms

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

Learn more Help

Related categories

Similar apps

About Method CRM

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create Method leads from new submissions on Gravity Forms

Create opportunities in Method CRM from new Gravity Forms submissions

Gravity Forms + Method CRM

Create customers or customer leads in Method CRM from new Gravity Forms submissions

Form Submission

Use Admin Field Labels?

Submit Form

New Contact

New Customer/Vendor or Customer/Vendor Lead (Xero Only)

New Vendor

Add Contact to Existing Entity

Last Name

Email

Phone

Custom Fields

Add Customer/Vendor or Customer/Vendor Lead (Xero Only)

Last Name

Company Name

Email

Phone

Billing Address Line 1

Billing Address Line 2

Billing Address Line 3

Billing City

Billing Country

Billing Postal Code

Billing State/Province

Is CustomerVendor Lead?

Custom Fields

Add Opportunity

Description

Opportunity Type

Amount

Custom Fields

Find Contact

Find Customer/Vendor or Customer/Vendor Lead (Xero Only)

Find or Create Contact

Last Name

Email

Phone

Custom Fields

Find or Create CustomerVendor

Last Name

Company Name

Email

Phone

Billing Address Line 1

Billing Address Line 2

Billing Address Line 3

Billing City

Billing Country

Billing Postal Code

Billing State/Province

Is CustomerVendor Lead?

Custom Fields

Create Entry

New Activity

New Customer or Customer Lead (QuickBooks Only)

New Opportunity

Add Activity

Due Date

Comments

Opportunity Record ID

Contact RecordID

Custom Fields

Add Customer or Customer Lead (QuickBooks Only)

Last Name

Company Name

Email

Phone

Billing Address Line 1

Billing Address Line 2

Billing Address Line 3

Billing City

Billing Country

Billing Postal Code

Billing State/Province

Is Customer Lead?

Custom Fields

Add Generic Entry

Fields

API Request (Beta)