Skip to content
Growform Multi Step Form Builder
Free trial
Growform Method CRM logo

Method CRM form builder

Manage customer data and sales opportunities with our Method CRM integration.

Start free trial Read the integration guide
Method CRM form builder

Trusted by lead gen teams and agencies

  • reformact

Send new leads straight into Method CRM

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.

For a sales team, that means every lead lands in Method CRM the moment it is submitted, with the answers from each step of the form attached, so reps can prioritize, assign and follow up without retyping anything. Multi-step forms typically collect more leads than a single long page, and conditional logic and hidden fields mean Method CRM receives clean, well-qualified records with campaign data intact.

Collect up to 2x more leads and send them straight to Method CRM

Growform makes it easy to build multi-step forms that get more leads.

We’ve taken years of experience in conversion rate optimization and landing page best practice and distilled it into an easy-to-use form builder.

Every submission is sent to Method CRM automatically, safely and securely.

Screenshot of Method CRM and the Growform form builder

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

Here are a few things a Growform submission can do in Method CRM:

  • 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. Growform handles the form itself — multi-step, branded and built to convert — and passes every submission to Method CRM automatically.

How it works: build the form in Growform, connect it to Method CRM in a few clicks, and every submission lands in Method CRM automatically.

  1. Step 1: Have a Method CRM account ready

    You’ll need a Method CRM account to receive the leads. If you already use Method CRM, you’re set.

  2. Step 2: Create a form with Growform

    Next, create a free Growform account and build your first form — start from a template or from scratch.

  3. Step 3: Connect Growform to Method CRM

    Now you’ve got your form, connect it to Method CRM in a few clicks via Zapier — no code needed. Read the integration guide.
Can this be used to make single step and multi step Method CRM forms?

Yes! Growform excels at creating multi-step lead generation forms, but is also a powerful tool to create single page or “one step” forms.

Is there any disadvantage to using Zapier to integrate Growform & Method CRM?

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.

What can I build with this?

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!

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.

Start your free trial

Build forms that send every lead to Method CRM. 14-day free trial, no credit card required.

Start free trial Read the integration guide