AgencyZoom + Fillout Forms
Create tasks in AgencyZoom for new submissions in Fillout Forms
Stay organized by instantly creating tasks in AgencyZoom whenever there's a new submission in your Fillout Forms app. With this seamless workflow, your team can efficiently tackle work coming from form submissions, ensuring that nothing falls through the cracks. Breeze through tracking and managing submissions without having to manually transfer data between platforms.
Stay organized by instantly creating tasks in AgencyZoom whenever there's a new submission in your Fillout Forms app. With this seamless workflow, your team can efficiently tackle work coming from form submissions, ensuring that nothing falls through the cracks. Breeze through tracking and managing submissions without having to manually transfer data between platforms.
- When this happens...New Submission
Triggers when a form receives a new submission.
- automatically do this!Create Task
Create a task 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
