AgencyBloc + Jotform
Create new AgencyBloc individuals from Jotform submissions
Effortlessly manage your client data with this Jotform to AgencyBloc workflow. Whenever a new submission is received in Jotform, an individual will be created in AgencyBloc. Save time on manual data entry and keep your client database updated, so you can focus on providing the best service to your customers.
Effortlessly manage your client data with this Jotform to AgencyBloc workflow. Whenever a new submission is received in Jotform, an individual will be created in AgencyBloc. Save time on manual data entry and keep your client database updated, so you can focus on providing the best service to your customers.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Individual
Creates an Individual in AgencyBloc.
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About AgencyBloc
AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.
Related categories
About Jotform
The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
