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  • AgencyZoom logoAgencyZoom logo
  • Gravity Forms logoGravity Forms logo

AgencyZoom + Gravity Forms

Update leads in AgencyZoom with new form submissions from Gravity Forms

Streamline your work process with this efficient workflow. Once a form is submitted in Gravity Forms, this will cause your lead information in AgencyZoom to be promptly updated. Capitalize on this seamless integration to save time and improve your ability to track leads more effectively. This easy to set up system allows you to focus more on your customer interactions and less on data entry.

Streamline your work process with this efficient workflow. Once a form is submitted in Gravity Forms, this will cause your lead information in AgencyZoom to be promptly updated. Capitalize on this seamless integration to save time and improve your ability to track leads more effectively. This easy to set up system allows you to focus more on your customer interactions and less on data entry.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    AgencyZoomAgencyZoom
    Update Lead

    Update a lead in Agencyzoom.

    ActionWrite
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Supported triggers and actions

    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
  • AgencyZoom triggers, actions, and search

    Lead Status Change

    Triggers when the status of a Lead changes.

    Trigger
    Instant
    Try It
    • TitleRequired

    • Lead contact emailRequired

    • Activity noteRequired

    Action
    Write
    • FormRequired

    Action
    Write
    • Business NameRequired

    • Contact Name

    Action
    Write
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agencyzoom-ca67272 logo

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
gravity-forms logo
gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

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