Jotform + Method CRM

Jotform + Method CRM integrations

Create Method CRM activities from new Jotform submissions

Effortlessly manage your customer interactions with this Jotform to Method CRM workflow. Whenever a new submission is received in Jotform, an activity will be added to Method CRM, making it easier to track customer engagement and ensure timely follow-ups. With this seamless automation, you can focus on providing excellent customer service while the process takes care of organizing your CRM activities.

When this happens...
New SubmissionTriggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Add ActivityAdds a new activity.
ActionWrite

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More things you can do with Jotform and Method CRM

Discover other triggers and actions you can use with Jotform and Method CRM

- Form
  Required
Trigger
Instant
Try It
- Select a form
  Required
- Asignee email
  Required
- Invitation Message
- Assignee Permission
Action
Write
- Select a form
  Required
Action
Write
New Activity
Triggers when a new activity is added.
Trigger
Polling
Try It
New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Trigger
Polling
Try It

New Opportunity
Triggers when a new opportunity is added.
Trigger
Polling
Try It
- Start Date
  Required
- Due Date
- Comments
- Opportunity Record ID
- Contact RecordID
- Status
  Required
- Type
  Required
- Assigned To
  Required
- Custom Fields
Action
Write

- First Name
  Required
- Last Name
- Name
  Required
- 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 Name
  Required
- Fields
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
- First Name
  Required
- Last Name
- Name
  Required
- 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

- Document
  Required
Trigger
Polling
Try It
- Select a form
  Required
- Assignee email
  Required
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
New Contact
Triggers when a new contact is added.
Trigger
Polling
Try It
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
New Vendor
Triggers when a new vendor is added.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
- Entity Full Name
  Required
- Email
- Phone
- Custom Fields
Action
Write
- First Name
  Required
- Last Name
- Name
  Required
- 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 RecordID
  Required
- Opportunity Name
  Required
- Assigned To
  Required
- Close Date
  Required
- Description
- Opportunity Stage
  Required
- Opportunity Type
- Amount
- Custom Fields
Action
Write
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
- First Name
  Required
- Last Name
- Entity Full Name
  Required
- Email
- Phone
- Custom Fields
Action
Search or write
- Field
  Required
- Value
  Required
- First Name
  Required
- Last Name
- Name
  Required
- 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

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn moreLearn moreHelpHelp

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Forms & Surveys

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About Method CRM

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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Related Zap Templates

Create new Method CRM opportunities for every new Jotform submission

Create activities in Method CRM for new Jotform submissions