IntegrationsFormidable FormsMethod CRM
Formidable Forms + Method CRM

Connect Formidable Forms and Method CRM to Build Intelligent Automations

Choose a Trigger

Formidable Forms

When this happens...

Choose an Action

Method CRM

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Enable Integrations or automations with these events of Formidable Forms and Method CRM

Enable Integrations or automations with these events of Formidable Forms and Method CRM

Triggers

New Form Submission

New Form Submission

Triggers when a new form is submitted in a specified Formidable Form.

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Frequently Asked Questions

How do I start an integration between Formidable Forms and Method CRM?

To start, connect both your Formidable Forms and Method CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Formidable Forms triggers actions in Method CRM (or vice versa).

Can we customize how data from Formidable Forms is recorded in Method CRM?

Absolutely. You can customize how Formidable Forms data is recorded in Method CRM. This includes choosing which data fields go into which fields of Method CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Formidable Forms and Method CRM?

The data sync between Formidable Forms and Method CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Formidable Forms to Method CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Formidable Forms and Method CRM?

Yes, you can set conditional logic to control the flow of data between Formidable Forms and Method CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Formidable Forms

About Formidable Forms

Formidable Forms is a powerful WordPress form builder plugin that allows users to create complex forms with ease. It offers a drag-and-drop interface, making it simple to build forms for various purposes, including contact forms, surveys, quizzes, and more. With advanced features like conditional logic, calculations, and integrations with popular services, Formidable Forms is ideal for businesses and individuals looking to enhance their website's functionality.

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Method CRM

About Method CRM

Method CRM is a powerful customer relationship management tool designed to streamline and enhance your business interactions. It offers seamless integration with QuickBooks, allowing businesses to manage their customer data, sales, and operations efficiently. With customizable workflows and a user-friendly interface, Method CRM helps businesses improve customer satisfaction and drive growth.

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