AgencyZoom + Formly

AgencyZoom + Formly integrations

Create AgencyZoom leads from new Formly form responses

Easily transform new form responses from Formly into business leads in AgencyZoom with this seamless workflow. Make the most of each interaction by quickly converting customer interactions into potential business opportunities. This simple automation streamlines your process, allowing you to effectively nurture and manage your leads without any extra effort.

When this happens...
New Form ResponseTriggers when someone submits data to the selected funnel.
TriggerPolling
automatically do this!
Create Business LeadCreate a business lead in Agencyzoom.
ActionWrite

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More things you can do with Formly and AgencyZoom

Discover other triggers and actions you can use with Formly and AgencyZoom

- Select Form
  Required
- Include Disqualified Leads?
  Required
Trigger
Polling
Try It
Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
Try It
Service Request Created
Triggers when a new Service Request is created.
Trigger
Instant
Try It
- Title
  Required
- Lead contact email
  Required
- Activity note
  Required
Action
Write
- Name
  Required
Action
Write

- Customer Name
  Required
- Customer Email Address
  Required
- Policy Number
- Summery
  Required
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- Customer Service Representative
- CSR Assignment Group
- Due after days
  Required
- Tag
- Description
  Required
Action
Write
- Title
  Required
- Assigned To
  Required
- Contact (lead or customer) email
  Required
- Type
  Required
- Comments
- Task Date (and time)
  Required
Action
Write

- Customer Name
- Pipeline
- Stage
- Created Date Start
- Created Date End
Action
Search

Lead Created
Triggers when a new Lead is added.
Trigger
Instant
Try It
New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
Try It
Service Request Status Change
Triggers when the status of a Service Request changes.
Trigger
Instant
Try It
- Business Name
  Required
- Contact Name
Action
Write
- Lead
  Required
Action
Write
- Service Request
  Required
- Summary
  Required
- Description
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- csr
  Required
- Due Date
- Other Producers
- Tags
Action
Write
- Field to Search By
  Required
- Create Agencyzoom lead if it doesn't exist yet?
  Required
Action
Search

About AgencyZoom

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

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About Formly

Formly is a Form builder designed for lead generation online. It's the fastest form on your marketing roster