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AgencyZoom + Jotform

Create AgencyZoom business leads from new Jotform submissions

Effortlessly streamline your lead management process with this Jotform and AgencyZoom integration. When a new submission is received in Jotform, this workflow will create a business lead in AgencyZoom, ensuring a smooth and timely transfer of information. Save time and improve your lead generation efficiency by automating this crucial aspect of your sales funnel.

Effortlessly streamline your lead management process with this Jotform and AgencyZoom integration. When a new submission is received in Jotform, this workflow will create a business lead in AgencyZoom, ensuring a smooth and timely transfer of information. Save time and improve your lead generation efficiency by automating this crucial aspect of your sales funnel.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    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?

    • FormRequired

    Trigger
    Instant
    Try It

    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write

    • Select a formRequired

    Action
    Write
  • AgencyZoom triggers, actions, and search

    Lead Created

    Triggers when a new Lead is added.

    Trigger
    Instant
    Try It

    • DocumentRequired

    Trigger
    Scheduled
    Try It

    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write

    • 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
agencyzoom-ca67272 logo
agencyzoom-ca67272 logo

About AgencyZoom

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

Related categories

  • CRM (Customer Relationship Management)

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jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn moreHelp

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