AgencyZoom + Jotform

Assign forms in Jotform when new leads are created in AgencyZoom

Assign an appropriate Jotform when a new lead is created in AgencyZoom with this streamlined workflow. Ideal for sales and marketing teams, it helps ensure important data collection processes commence immediately as a potential client shows interest. Now, you can focus on nurturing your leads, while this user-friendly automation solution takes care of form assignments.

When this happens...
Lead Created
Triggers when a new Lead is added.
TriggerInstant
automatically do this!
Assign Form
Invite assignees to complete your form
ActionWrite

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Supported triggers and actions

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
Service Request Status Change
Triggers when the status of a Service Request changes.
Trigger
Instant
Try It
- Business NameRequired
- Contact Name
Action
Write
- LeadRequired
Action
Write

- Service RequestRequired
- SummaryRequired
- Description
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- csrRequired
- Due Date
- Other Producers
- Tags
Action
Write
- Field to Search ByRequired
- Create Agencyzoom lead if it doesn't exist yet?Required
Action
Search

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write

Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
Try It
Service Request Created
Triggers when a new Service Request is created.
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
- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
Action
Write
- Customer Name
- Pipeline
- Stage
- Created Date Start
- Created Date End
Action
Search
- DocumentRequired
Trigger
Polling
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

About AgencyZoom

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 more

Related categories

Forms & Surveys

AgencyZoom + Jotform

Assign forms in Jotform when new leads are created in AgencyZoom

Supported triggers and actions

Lead Created

New Policy Sold

Service Request Status Change

Create Business Lead

Update Lead

Update Service Request

Find a Lead

New Submission

Assign Form

Create Submission

Lead Status Change

Service Request Created

Create a Note

Create Personal Lead

Create Service Request

Create Task

Find Service Request

New Signed Document

Assign Prefilled Form

API Request (Beta)

About AgencyZoom

Related categories

Similar apps

Zapier Forms

About Jotform

Related categories

Similar apps

Wufoo

Formstack

Typeform

Related Zap Templates

Related Zap Templates