{"id":41951,"date":"2026-06-17T09:17:20","date_gmt":"2026-06-17T13:17:20","guid":{"rendered":"https:\/\/www.method.me\/?post_type=video&#038;p=41951"},"modified":"2026-07-02T09:13:13","modified_gmt":"2026-07-02T13:13:13","slug":"workflow-workshop-capture-and-manage-every-lead-june-16","status":"publish","type":"video","link":"https:\/\/www.method.me\/videos\/workflow-workshop-capture-and-manage-every-lead-june-16\/","title":{"rendered":"Workflow Workshop: Capture and Manage Every Lead"},"content":{"rendered":"\n<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe data-src=\"https:\/\/player.vimeo.com\/video\/1202139027?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Workflow Workshop: Capture and Manage More Leads [June 16]\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" data-load-mode=\"1\"><\/iframe><\/div><script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script>\n\n\n\n<p class=\"wp-block-paragraph\">Our ongoing Workflow Workshop series features live demos built for manufacturing and distribution teams who want to reduce manual work and fix the operational bottlenecks that come with running a QuickBooks-based business.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In this session, Errol and Matas walked through how Method captures leads from manual uploads, forms, Gmail and Outlook, and send them into Method. We also show you how to use AI to help connect Method to anything using our API.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can <strong><a href=\"https:\/\/www.method.me\/workflow-workshop\/?entry_point=recording\">register for the full Workflow Workshop series here<\/a><\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to turn customer and vendor relationships into your most defensible competitive advantage. Watch Method and Forwardly show you how to build systems that strengthen trust, streamline operations, and protect your business from market volatility.<\/p>\n","protected":false},"author":73,"featured_media":42099,"template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[6735],"tags":[],"class_list":["post-41951","video","type-video","status-publish","has-post-thumbnail","hentry","category-resources"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Workflow Workshop: Capture and Manage Every Lead &#8212; Method<\/title>\n<meta name=\"description\" content=\"Watch this session in our Workflow Workshop series. See how Method captures leads from forms, email, and manual uploads, and follows them all the way through to a paid invoice. Built for manufacturing and distribution teams on QuickBooks.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.method.me\/videos\/workflow-workshop-capture-and-manage-every-lead-june-16\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Workflow Workshop: Capture and Manage Every Lead &#8212; Method\" \/>\n<meta property=\"og:description\" content=\"Watch Session 1 of the Workflow Workshop. See how Method captures leads from forms, email, and manual uploads, and follows them all the way through to a paid invoice. 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