AgencyZoom + Fillout Forms
Create personal leads in AgencyZoom from new submissions in Fillout Forms
When a new submission is received in Fillout Forms, this workflow instantly generates a personal lead in AgencyZoom. It allows you to streamline the process of capturing important lead information, saving you time and effort in manual data entry. The workflow ensures a faster and more efficient way to manage new leads, helping you focus more on converting these leads into customers.
When a new submission is received in Fillout Forms, this workflow instantly generates a personal lead in AgencyZoom. It allows you to streamline the process of capturing important lead information, saving you time and effort in manual data entry. The workflow ensures a faster and more efficient way to manage new leads, helping you focus more on converting these leads into customers.
- When this happens...New Submission
Triggers when a form receives a new submission.
- automatically do this!Create Personal Lead
Triggers when a new Lead is added.
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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
