AgencyZoom + Fillout Forms
Create business leads in AgencyZoom from new submissions in Fillout Forms
Easily keep your agency growing and leads organized. Every time there's a new submission in the Fillout Forms app, this workflow enables the creation of a business lead in AgencyZoom. It simplifies the process of lead management, ensuring you can focus on nurturing relationships rather than juggling data.
Easily keep your agency growing and leads organized. Every time there's a new submission in the Fillout Forms app, this workflow enables the creation of a business lead in AgencyZoom. It simplifies the process of lead management, ensuring you can focus on nurturing relationships rather than juggling data.
- When this happens...New Submission
Triggers when a form receives a new submission.
- automatically do this!Create Business Lead
Create a business lead in Agencyzoom.
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Form
Try ItLead Created
Triggers when a new Lead is added.
Try ItNew Policy Sold
Triggers when a new policy is sold.
Try ItBusiness NameRequired
Contact Name
EmailsRequired
Subject
Message
Form IDRequired
Lead Status Change
Triggers when the status of a Lead changes.
Try ItTitleRequired
Lead contact emailRequired
Activity noteRequired
NameRequired
