AgencyZoom + GoCanvas
Create AgencyZoom leads from new GoCanvas submissions
Effortlessly manage new leads with this integration between GoCanvas and AgencyZoom. Whenever a new submission is received in your GoCanvas app, this workflow will create a personal lead in your AgencyZoom account, ensuring a seamless transition from lead capture to sales process. Save time and stay organized by automating this crucial part of your sales pipeline.
Effortlessly manage new leads with this integration between GoCanvas and AgencyZoom. Whenever a new submission is received in your GoCanvas app, this workflow will create a personal lead in your AgencyZoom account, ensuring a seamless transition from lead capture to sales process. Save time and stay organized by automating this crucial part of your sales pipeline.
- When this happens...New Submission
Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
- automatically do this!Create Personal Lead
Triggers when a new Lead is added.
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Trigger Mid Workflow
App NameRequired
Try ItApp NameRequired
Item Description
Assign Item To
Schedule At
Lead Created
Triggers when a new Lead is added.
Try ItNew Policy Sold
Triggers when a new policy is sold.
Try It
App NameRequired
Item DescriptionRequired
Reference Data IDRequired
Lead Status Change
Triggers when the status of a Lead changes.
Try ItTitleRequired
Lead contact emailRequired
Activity noteRequired
