AgencyZoom + Jotform
Assign prefilled forms in Jotform for new leads created in AgencyZoom
When a new lead is generated in AgencyZoom, let this workflow streamline your processes by filling out a form in Jotform with the lead's details. No more manual data transfer between the two platforms. This way, you can speed up your response times and ensure consistent information every time.
When a new lead is generated in AgencyZoom, let this workflow streamline your processes by filling out a form in Jotform with the lead's details. No more manual data transfer between the two platforms. This way, you can speed up your response times and ensure consistent information every time.
- When this happens...Lead Created
Triggers when a new Lead is added.
- automatically do this!Assign Prefilled Form
Invite assignees to complete your pre-populated form
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- 14 day trial for premium features & apps
About AgencyZoom
AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
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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.
