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AgencyZoom + Formstack

Create AgencyZoom business leads from new Formstack submissions

Easily streamline your lead management process with this workflow between Formstack and AgencyZoom. When a new submission is made through Formstack, a business lead will be instantly created in AgencyZoom. This automation not only saves time but also ensures all valuable information is efficiently captured and organized for your sales team's benefit.

Easily streamline your lead management process with this workflow between Formstack and AgencyZoom. When a new submission is made through Formstack, a business lead will be instantly created in AgencyZoom. This automation not only saves time but also ensures all valuable information is efficiently captured and organized for your sales team's benefit.

  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
    Create Business Lead

    Create a business 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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