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AgencyZoom + Formidable Forms

Create AgencyZoom leads from new Formidable Forms entries

Effortlessly streamline your lead management process with this automation between Formidable Forms and AgencyZoom. When you receive a new entry in Formidable Forms, this workflow will instantly create a personal lead in AgencyZoom, helping you keep track of potential clients more effectively. Save time and maintain an organized lead database with this seamless integration.

Effortlessly streamline your lead management process with this automation between Formidable Forms and AgencyZoom. When you receive a new entry in Formidable Forms, this workflow will instantly create a personal lead in AgencyZoom, helping you keep track of potential clients more effectively. Save time and maintain an organized lead database with this seamless integration.

  1. When this happens...
    Formidable FormsFormidable Forms
    New Entry

    Triggers when a new form is submitted.

    TriggerInstant
  2. automatically do this!
    AgencyZoomAgencyZoom
    Create Personal Lead

    Triggers when a new Lead is added.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    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
    • FormRequired

    Trigger
    Instant
    Try It
    • Business NameRequired

    • Contact Name

    Action
    Write
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agencyzoom-ca67272 logo

About AgencyZoom

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

  • CRM (Customer Relationship Management)

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formidable logo
formidable logo

About Formidable Forms

Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.

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