AgencyZoom + Alchemer

Create leads in AgencyZoom for new SurveyGizmo responses

Tired of double-entry? This integration will automatically create a lead in AgencyZoom every time you receive a response to one of your SurveyGizmo survey forms.

When this happens...
New Survey Response
Triggers when a new Alchemer survey is submitted.
TriggerPolling
automatically do this!
Create Personal Lead
Triggers when a new Lead is added.
ActionWrite

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Supported triggers and actions

- SurveyRequired
- Only Complete Responses?
Trigger
Polling
Try It
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
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- 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

Lead Created
Triggers when a new Lead is added.
Trigger
Instant
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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