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AgencyZoom + Jotform

Update leads in AgencyZoom with new submissions from Jotform

When a new form is filled in Jotform, this workflow immediately mirrors these details as new leads in AgencyZoom. This crucial business tool ensures that your Jotform entries are instantly accessible in AgencyZoom. With this automation, say goodbye to tedious manual data entry, achieving higher accuracy and efficiency in your lead management process.

When a new form is filled in Jotform, this workflow immediately mirrors these details as new leads in AgencyZoom. This crucial business tool ensures that your Jotform entries are instantly accessible in AgencyZoom. With this automation, say goodbye to tedious manual data entry, achieving higher accuracy and efficiency in your lead management process.

  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
    Update Lead

    Update a 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
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agencyzoom-ca67272 logo

About AgencyZoom

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

  • CRM (Customer Relationship Management)

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