AgencyZoom + Formstack

Create new AgencyZoom business leads from new Formstack form submissions

Start converting new Formstack submissions into potential customers swiftly with this efficient workflow. Every time there's a new submission in Formstack, a business lead is immediately created in AgencyZoom. This way, you can minimize time spent on non-billable tasks and boost productivity, focusing more on what matters most - growing your business and nurturing leads.

Start converting new Formstack submissions into potential customers swiftly with this efficient workflow. Every time there's a new submission in Formstack, a business lead is immediately created in AgencyZoom. This way, you can minimize time spent on non-billable tasks and boost productivity, focusing more on what matters most - growing your business and nurturing leads.

  1. When this happens...
    FormstackFormstack
    New Form Submission

    Triggers when a Form recieives a Submission.

    TriggerInstant
  2. automatically do this!
    AgencyZoomAgencyZoom
    Create Business Lead

    Create a business lead in Agencyzoom.

    ActionWrite
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Supported triggers and actions

    • FormRequired

    • Field identification

    Trigger
    Instant
    Try It
    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • 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
agencyzoom-ca67272 logo
agencyzoom-ca67272 logo

About AgencyZoom

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

Related categories

  • CRM (Customer Relationship Management)

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formstack logo
formstack logo

About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.
Learn more

Related categories

  • Forms & Surveys

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