AgencyBloc + AgentMethods
Create individuals in AgencyBloc with new form submissions in AgentMethods
Grow your contacts without stopping for a manual update. Set up this integration to automatically generate ab individuals in AgencyBloc with the details included in each new form submission in AgentMethods.
Grow your contacts without stopping for a manual update. Set up this integration to automatically generate ab individuals in AgencyBloc with the details included in each new form submission in AgentMethods.
- When this happens...New Form Submission
Triggers when new Form submitted from AgentMethods Website.
- automatically do this!Create Individual
Creates an Individual in AgencyBloc.
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Filter ActivitiesRequired
Try ItNew Form Submission
Triggers when new Form submitted from AgentMethods Website.
Try ItFirst Name
Last Name
EmailRequired
Phone Number
Tag
Source
Activity Created
Triggers when an Activity is created in AgencyBloc.
Try It
Fetch Email Send Activities
Triggers when scheduled campaigns are sent out.
Try ItWebsite Visit
Triggers when Users visit the AgentMethods Websites.
Try ItFirst Name
Last Name
EmailRequired
Phone Number
Tag
create contact if it doesn't existRequired
Source
Activity Updated
Triggers when an Activity is updated in AgencyBloc.
Try It
