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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.

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.

  1. When this happens...
    AlchemerAlchemer
    New Survey Response

    Triggers when a new SurveyGizmo survey is submitted.

    TriggerScheduled
  2. automatically do this!
    AgencyZoomAgencyZoom
    Create Personal Lead

    Triggers when a new Lead is added.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • SurveyRequired

    • Only Complete Responses?

    Trigger
    Scheduled
    Try It
  • AgencyZoom triggers, actions, and search

    Lead Status Change

    Triggers when the status of a Lead changes.

    Trigger
    Instant
    Try It
    • TitleRequired

    • Lead contact emailRequired

    • Activity noteRequired

    Action
    Write
    • NameRequired

    Action
    Write
    • Business NameRequired

    • Contact Name

    Action
    Write
    • LeadRequired

    Action
    Write
agencyzoom-ca67272 logo
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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