AgencyZoom + HappyForms

Create business leads in AgencyZoom for every new activity in HappyForms

Boost your lead management process with this productive workflow. When there's new activity in HappyForms, it readily creates a fresh business lead in AgencyZoom. This seamless exchange of information between the two platforms makes sure you stay up-to-date on every lead, improving your chances of conversion. This automation streamlines your tasks, leaving you more time to build profitable connections.

When this happens...
New Activity
Triggers when a new activity is created.
TriggerInstant
automatically do this!
Create Business Lead
Create a business lead in Agencyzoom.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
Try It
- TitleRequired
- Lead contact emailRequired
- Activity noteRequired
Action
Write
- NameRequired
Action
Write
- Customer NameRequired
- Customer Email AddressRequired
- Policy Number
- SummeryRequired
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- Customer Service Representative
- CSR Assignment Group
- Due after daysRequired
- Tag
- DescriptionRequired
Action
Write

- Field to Search ByRequired
- Create Agencyzoom lead if it doesn't exist yet?Required
Action
Search

Lead Created
Triggers when a new Lead is added.
Trigger
Instant
Try It
New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
Try It
- Business NameRequired
- Contact Name
Action
Write
- LeadRequired
Action
Write
- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
Action
Write