Method CRM form builder
Effortlessly manage customer data and sales opportunities with our Method CRM integration.
Method CRM + Growform = Seamless Form-spiration!
Introducing Growform, the online form builder that makes creating beautiful and customisable forms a breeze. With Growform, you can create single or multi-step forms that look great on any device and perfectly fit your brand with custom fonts and colours. It’s the perfect solution for anyone looking to collect data or feedback from their audience with ease.Now, with Growform’s Method CRM integration, you can take your form submissions to the next level. When a new form submission is received, the integration can automatically add a new customer, vendor, or lead in Xero, or even create a new opportunity. This seamless integration streamlines your workflow and saves you valuable time by eliminating the need for manual data entry. Try Growform today and see how easy it is to create beautiful forms and integrate with your existing workflow.
Collect up to 2x more leads, and send them straight to Method CRM
With Growform, it’s easy to build beautiful forms that get more leads.
We’ve taken years of experience in conversion rate optimisation and landing page best practices, and distilled our learnings into this easy to use form builder.
And thanks to the Zapier integration, you can automatically send leads to Method CRM safely and securely.
A Method CRM form that looks like your brand
Don’t settle for “yet another Method CRM form” – use advanced customization options like custom fonts, background images and color schemes to build a form that looks just like your brand.
A good form is more than just its appearance – it’s about the user experience. Growform ensures your forms are responsive, giving your customers an exceptional experience whether they’re on a desktop or on the go with their mobile device.
If you’re not sure where to start, there’s a template for pretty much every industry!
Available actions
The sky’s the limit, but here are a few things you can do with your new Method CRM form:
Add Activity
Create a new activity based on the form submission in Method CRM.
Find or Create Contact
Search for an existing contact in Method CRM based on the form submission, or create a new contact if none exists.
Add Opportunity
Add a new opportunity to Method CRM based on the form submission.
Find Customer
Search for a customer in Method CRM based on the form submission.
How does it work?
Method CRM is a great tool for managing customer relationships. For advanced forms, users may want to consider using a specialist form builder.
The good news is you can now build forms in Growform and send leads over to Method CRM via our trusted integration partner:
1
You’ll need a Method CRM account, but we assume you already have one by now!
2
Next, you’ll need to grab a free Growform account and create your first form.
3
Now you’ve got your form, integrate it with Method CRM in just a few clicks via Zapier. Read the docs here.
Q: Can this be used to make single step and multi step Method CRM forms?
A: Yes! Growform excels at creating multi-step lead generation forms, but is also a powerful tool to create single page or “one step” forms.
Q: Is there any disadvantage to using Zapier to integrate Growform & Method CRM?
A: No, using Zapier to integrate these systems is an industry best-practice. Millions of customers rely on Zapier to integrate systems, and it is widely considered a safe, secure and reliable way to deliver leads.
Q: What can I build with this?
A: Growform can be used to build Method CRM contact forms, quote forms, “wizard” style forms or simple one-page forms. You can even add conditional logic, prefilled fields or add hidden fields!
Q: How can I embed and share my form?
You’ll be provided with some simple embed code, which lets you embed your form anywhere you wish. The form embed code works with all major website building platforms, such as WordPress, Squarespace and Unbounce.
It all starts here...
Start creating beautiful forms that integrate with Method CRM with a zero commitment free trial (no credit card required):
We also integrate with MeisterTask, Mavenlink, Mautic, MasterBase, MarketSharp, Marketo, MarketingPlatform, Microsoft Dynamics 365 CRM, Mindbaz, Missive, MOCO, MoEngage, Mojo, monday.com and many more.