Method Community

Hello,

Not sure if this is the right forum to post this in, but here goes.

We have gravity forms on our site fro general requests.

I'd like to use this for lead generation and quote requests so that it drops right into Method and I get notified.

Has this every been completed using gravity forms in Word Press?

Thanks for you help

Kyle

Hi Kyle, 

The bad news is we don't currently integrate directly with Gravity Forms. You would have to import your leads and quote requests generated from your Gravity Form into Method manually. The good news is we have our own Web-to-lead form that does drop your leads and quote requests directly into Method. The standard web form will even automatically create an activity in Method to remind you to follow up with your new lead, and an opportunity that you can use to track the progress made on that lead. You can create the web form in Method, and at the end of the process you will be given a batch of code that you can place on your website. Please see this article and video tutorial that will take you through the process of creating a web-to-lead form. 

Jason

HI.

I'm also looking for an integration between Gravity Form to Method CRM.

I'm curently using Zoho CRM (That have this possibility via an addon on wordpress) and it's very very good.

Gravity form is very powerfull so, it's sad that you dont have any way to integrate it especially when all big CRM compagny do it even if they offer to make Webform.

Personally, it's the only point that push me to wait to change from Zoho to Method CRM.  I need direct integration between Mmy CRM and Quickbook online (Zoho doesnt allow that) but I also need a link between my gravity form and My CRM.

I guess if you had it, i'm not the only one who will change for Method (you are a little bit more expensive tham Zoho but if you offer this options and some others, you will clearly be a better deal at the end)

Hi David,

Sorry for the late reply. I don't think it's likely we'll integrate with Gravity Forms, especially with Method:New's Public Pages on the horizon. Public pages will give you much more power than a traditional web form since you'll be able to use actions to control what happens on the page. I'd recommend keeping an eye out for this and seeing if it suits your needs, you might just find it does what you're looking for. :)

- Justin