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Agencyjoy + HappyForms

Create leads in Agencyjoy from new HappyForms activities

Effortlessly manage your leads with this powerful workflow that connects HappyForms and Agencyjoy. Whenever a new activity occurs in HappyForms, a lead is created in Agencyjoy, streamlining your lead generation efforts and saving you precious time. This integration simplifies lead management, allowing you to focus on nurturing your prospects and growing your business.

Effortlessly manage your leads with this powerful workflow that connects HappyForms and Agencyjoy. Whenever a new activity occurs in HappyForms, a lead is created in Agencyjoy, streamlining your lead generation efforts and saving you precious time. This integration simplifies lead management, allowing you to focus on nurturing your prospects and growing your business.

  1. When this happens...
    HappyFormsHappyForms
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    AgencyjoyAgencyjoy
    Create Lead

    Create a new lead in Agencyjoy's Sales Pipeline.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • HappyForms triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
    • In which workspace you need to add the customer?Required

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • Choose workspaceRequired

    • Lead email (optional)

    • Lead Id (optional)

    Action
    Write
    • WorkspaceRequired

    • StageRequired

    Trigger
    Instant
    Try It
    • In which workspace you need to add the Lead?Required

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • Choose WorkspaceRequired

    • Choose Activity TypeRequired

    • Activity Name

    • Guests

    • Starts AtRequired

    • Ends AtRequired

    • Color

    • Link to Lead/Customer

    • Internal Note

    • Description

    • Location

    • Mark As Done

    • Send Invites

    Action
    Write
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agencyjoy logo

About Agencyjoy

Agencyjoy is a Sales CRM for Modern Agencies that helps you manage Leads, Clients, Activities, Emails, and Scheduling under a single roof.
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Related categories

  • Sales & CRM
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Related categories

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier