AgencyZoom + Duda

AgencyZoom + Duda integrations

Create personal leads in AgencyZoom from new form responses in Duda

Save time and ensure every new response on your Duda forms gets immediate attention with this powerful workflow. Once set up, it transforms every new response into a personal lead inside your AgencyZoom application. This swift process keeps your sales pipeline vibrant, ensuring no opportunity is missed and all potential leads are promptly addressed.

When this happens...
New Form ResponseTriggers when a new form response is submitted (available for Team plan and up)
TriggerInstant
automatically do this!
Create Personal LeadTriggers when a new Lead is added.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Duda and AgencyZoom

Discover other triggers and actions you can use with Duda and AgencyZoom

- Site Domain
  Required
Trigger
Instant
Try It
- Site Domain (Leave empty for all sites)
Trigger
Instant
Try It
- Site Domain
  Required
Trigger
Instant
Try It
- Site Domain
  Required
Trigger
Instant
Try It
- Account Name
  Required
- Email
- First Name
- Last Name
- Site to assign to the client
- Site Permissions (Leave empty to grant default permissions)
Action
Write

- Site Name
  Required
- Publish to live site
- Upload images to Duda
- Business name
- Business phone
- Business email
- Business logo
- Business overview
- Business services
- Business about us
- Facebook account
- Twitter account
- Youtube account
- Your Yelp account
- Foursquare account
- Linkedin account
- Instagram account
- Pinterest account
- Vimeo account
- Rss url
- Reddit account
- TripAdvisor account
- Snapchat account
- Location name
- Zip code
- Street address
- State or Region
- City
- Country
Action
Write
Lead Created
Triggers when a new Lead is added.
Trigger
Instant
Try It

New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
Try It
Service Request Status Change
Triggers when the status of a Service Request changes.
Trigger
Instant
Try It
- Business Name
  Required
- Contact Name
Action
Write
- Lead
  Required
Action
Write
- Service Request
  Required
- Summary
  Required
- Description
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- csr
  Required
- Due Date
- Other Producers
- Tags
Action
Write
- Field to Search By
  Required
- Create Agencyzoom lead if it doesn't exist yet?
  Required
Action
Search

New or Updated Site Comment
Triggers when a site comment is created or updated (available for Team plan and up)
Trigger
Instant
Try It
- Site Domain
  Required
Trigger
Instant
Try It
- Site Domain
  Required
- Product event type
  Required
Trigger
Instant
Try It
- Site Name
  Required
- Title
  Required
- Description
  Required
- content
  Required
- Author
- Thumbnail
- Main Image
Action
Write
- Site Domain
  Required
- CollectionName
  Required
- Upload images to Duda
- Publish site
Action
Write
- Template ID
  Required
- Site Language
- External UID
- Business Name
- Business Email
- Business Phone Number
- Business Address Country
- Business Address City
- Business Address State
- Business Address Street
- Business Address Zip Code
- Site SEO Image
- Site SEO Title
- Site SEO Description
Action
Write
Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
Try It
Service Request Created
Triggers when a new Service Request is created.
Trigger
Instant
Try It
- Title
  Required
- Lead contact email
  Required
- Activity note
  Required
Action
Write
- Name
  Required
Action
Write
- Customer Name
  Required
- Customer Email Address
  Required
- Policy Number
- Summery
  Required
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- Customer Service Representative
- CSR Assignment Group
- Due after days
  Required
- Tag
- Description
  Required
Action
Write
- Title
  Required
- Assigned To
  Required
- Contact (lead or customer) email
  Required
- Type
  Required
- Comments
- Task Date (and time)
  Required
Action
Write
- Customer Name
- Pipeline
- Stage
- Created Date Start
- Created Date End
Action
Search

About AgencyZoom

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About Duda

Duda is a website builder platform for web professionals and digital marketing agencies.

Learn moreLearn moreHelpHelp

Related categories

Website Builders

Similar apps

Zapier Forms

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