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.

  1. When this happens...
    Fillout FormsFillout Forms
    New Submission

    Triggers when a form receives a new submission.

    TriggerInstant
  2. automatically do this!
    AgencyZoomAgencyZoom
    Create Task

    Create a task in Agencyzoom.

    ActionWrite
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Supported triggers and actions

    • EmailsRequired

    • Subject

    • Message

    • Form IDRequired

    Action
    Write
  • AgencyZoom triggers, actions, and search

    Lead Status Change

    Triggers when the status of a Lead changes.

    Trigger
    Instant
    Try It
    • TitleRequired

    • Lead contact emailRequired

    • Activity noteRequired

    Action
    Write
    • NameRequired

    Action
    Write
agencyzoom-ca67272 logo
agencyzoom-ca67272 logo

About AgencyZoom

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

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

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fillout logo
fillout logo

About Fillout Forms

Create powerful forms, surveys and quizzes your audience will answer with Fillout Forms. Store responses directly where you need them.
Learn more

Related categories

  • Forms & Surveys

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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