AgencyZoom + Wufoo

AgencyZoom + Wufoo integrations

Create personal leads in AgencyZoom for new entries in Wufoo

Harness the power of Wufoo and AgencyZoom to streamline your lead management process. This workflow springs into action each time a new entry is received in your Wufoo form, and then seamlessly generates a personal lead in your AgencyZoom app. Such integration saves your time and ensures every prospect captured in your Wufoo forms is immediately attended to in AgencyZoom. Boost your efficiency and never miss an opportunity to connect with potential customers.

When this happens...
New EntryTriggers when someone fills out your form instantly using webhooks (but you will need to create the webhooks manually).
TriggerInstant
automatically do this!
Create Personal LeadTriggers when a new Lead is added.
ActionWrite

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More things you can do with Wufoo and AgencyZoom

Discover other triggers and actions you can use with Wufoo and AgencyZoom

- Form
  Required
Trigger
Polling
Try It
New Form
Triggers when you build a new form.
Trigger
Polling
Try It
- Form
  Required
Trigger
Instant
Try It
- Form_hash
  Required
Action
Write
Lead Created
Triggers when a new Lead is added.
Trigger
Instant
Try It

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 Name
  Required
- Contact Name
Action
Write
- Lead
  Required
Action
Write
- Service Request
  Required
- Summary
  Required
- Description
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- csr
  Required
- Due Date
- Other Producers
- Tags
Action
Write
- Field to Search By
  Required
- Create Agencyzoom lead if it doesn't exist yet?
  Required
Action
Search

- Form
  Required
Trigger
Polling
Try It
- Form_hash
Trigger
Instant
Try It
- Form_hash
  Required
Action
Write
- Form_hash
  Required
- Field_title
  Required
- Search Value
  Required
Action
Search
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
Try It
- Title
  Required
- Lead contact email
  Required
- Activity note
  Required
Action
Write
- Name
  Required
Action
Write
- Customer Name
  Required
- Customer Email Address
  Required
- Policy Number
- Summery
  Required
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- Customer Service Representative
- CSR Assignment Group
- Due after days
  Required
- Tag
- Description
  Required
Action
Write
- Title
  Required
- Assigned To
  Required
- Contact (lead or customer) email
  Required
- Type
  Required
- Comments
- Task Date (and time)
  Required
Action
Write
- Customer Name
- Pipeline
- Stage
- Created Date Start
- Created Date End
Action
Search

About AgencyZoom

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

HelpHelp

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CRM (Customer Relationship Management)

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About Wufoo

Wufoo is an easy way to create and manage HTML forms.

Learn moreLearn moreHelpHelp

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Forms & Surveys

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