Loading

AgencyZoom + WPForms

Create AgencyZoom service requests from new WPForms entries

Effortlessly streamline your workflow by connecting WPForms and AgencyZoom with this automation. When a new form entry is submitted in WPForms, a service request will be created in AgencyZoom, ensuring that all necessary information is captured and tasks are handled efficiently. Save time and enhance your efficiency by connecting these two powerful platforms.

Effortlessly streamline your workflow by connecting WPForms and AgencyZoom with this automation. When a new form entry is submitted in WPForms, a service request will be created in AgencyZoom, ensuring that all necessary information is captured and tasks are handled efficiently. Save time and enhance your efficiency by connecting these two powerful platforms.

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

    Triggers when a form entry is submitted.

    TriggerInstant
  2. automatically do this!
    AgencyZoomAgencyZoom
    Create Service Request

    Create a service request in Agencyzoom.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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
agencyzoom-ca67272 logo
agencyzoom-ca67272 logo

About AgencyZoom

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

Related categories

Similar apps

Gravity Forms integrationsGravity Forms integrations

Gravity Forms

Forms & Surveys, WordPress
Formidable Forms integrationsFormidable Forms integrations

Formidable Forms

Forms & Surveys, WordPress
123FormBuilder integrations123FormBuilder integrations

123FormBuilder

Forms & Surveys