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AgencyZoom + WPForms

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.

  1. When this happens...
    WPFormsWPForms
    New Form Entry

    Triggers when a form entry is submitted.

    TriggerInstant
  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?
    • FormRequired

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

    Lead Created

    Triggers when a new Lead is added.

    Trigger
    Instant
    Try It
    • Business NameRequired

    • Contact Name

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • 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
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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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