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AgencyZoom + Formstack

Update AgencyZoom leads when new Formstack submissions are received

Effortlessly keep your AgencyZoom leads updated with the latest information from Formstack submissions. With this workflow, each time a new submission is received in Formstack, the lead will be updated in AgencyZoom, ensuring your lead data stays accurate, organized, and always up-to-date. Boost your lead management efficiency and stay on top of your pipeline with this seamless automation.

Effortlessly keep your AgencyZoom leads updated with the latest information from Formstack submissions. With this workflow, each time a new submission is received in Formstack, the lead will be updated in AgencyZoom, ensuring your lead data stays accurate, organized, and always up-to-date. Boost your lead management efficiency and stay on top of your pipeline with this seamless automation.

  1. When this happens...
    FormstackFormstack
    New Submission

    Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.

    TriggerInstant
  2. automatically do this!
    AgencyZoomAgencyZoom
    Update Lead

    Update a lead in Agencyzoom.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Formstack triggers, actions, and search

    New Form

    Triggers when a new Form is created.

    Trigger
    Scheduled
    Try It
    • FormRequired

    • User Agent

    • Remote Address

    • Mark Submission as "read"?

    Action
    Write
    • FormRequired

    • Field identification

    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
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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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