AgencyZoom + Formstack
Create personal leads in AgencyZoom from new submissions in Formstack
Capture new lead information efficiently with this streamlined workflow. As soon as a new submission is made in Formstack, it instantly generates a personal lead in AgencyZoom. This seamless process not only saves time but also ensures fast and consistent lead creation in your sales pipeline.
Capture new lead information efficiently with this streamlined workflow. As soon as a new submission is made in Formstack, it instantly generates a personal lead in AgencyZoom. This seamless process not only saves time but also ensures fast and consistent lead creation in your sales pipeline.
- When this happens...New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
- automatically do this!Create Personal Lead
Triggers when a new Lead is added.
- Free forever for core features
- 14 day trial for premium features & apps
About AgencyZoom
AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Formstack
Formstack is one of the easiest ways to build custom forms that let you collect data your way.
