Turn WPForms new form entries into personal leads in AgencyZoom
Effortlessly manage new leads from your website with this workflow that connects WPForms to AgencyZoom. Whenever a new form entry is submitted via WPForms, a personal lead is created in AgencyZoom, helping you streamline lead capture and stay organized. Save time and ensure every potential client is promptly attended to with this seamless integration.
Effortlessly manage new leads from your website with this workflow that connects WPForms to AgencyZoom. Whenever a new form entry is submitted via WPForms, a personal lead is created in AgencyZoom, helping you streamline lead capture and stay organized. Save time and ensure every potential client is promptly attended to with this seamless integration.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Create Personal Lead
Triggers when a new Lead is added.
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FormRequired
Try ItLead Created
Triggers when a new Lead is added.
Try ItNew Policy Sold
Triggers when a new policy is sold.
Try ItBusiness NameRequired
Contact Name
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Lead Status Change
Triggers when the status of a Lead changes.
Try ItTitleRequired
Lead contact emailRequired
Activity noteRequired
NameRequired