AgencyZoom + Gravity Forms
Create new tasks in AgencyZoom from new submissions in Gravity Forms
When a new form submission is made in Gravity Forms, use this workflow to quickly create a task in AgencyZoom. This process will help you track and manage your tasks more efficiently without having to manually transfer details from one platform to another, allowing you to stay organized and focused on what truly matters.
When a new form submission is made in Gravity Forms, use this workflow to quickly create a task in AgencyZoom. This process will help you track and manage your tasks more efficiently without having to manually transfer details from one platform to another, allowing you to stay organized and focused on what truly matters.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Task
Create a task in Agencyzoom.
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About AgencyZoom
AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
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About Gravity Forms
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
