Loading

AgencyZoom + Zoho Forms

Create personal leads in AgencyZoom from new form entries in Zoho Forms

Make lead management a breeze with this seamless workflow. When a new form entry is added in Zoho Forms, it generates a personal lead in AgencyZoom in real time. This smooth process ensures every single lead gets the attention it deserves, enhancing your customer acquisition strategy. Simplify your daily tasks and enhance productivity with this effective tool.

Make lead management a breeze with this seamless workflow. When a new form entry is added in Zoho Forms, it generates a personal lead in AgencyZoom in real time. This smooth process ensures every single lead gets the attention it deserves, enhancing your customer acquisition strategy. Simplify your daily tasks and enhance productivity with this effective tool.

  1. When this happens...
    Zoho FormsZoho Forms
    New Form Entry

    Triggers when a new form entry is submitted.

    TriggerInstant
  2. automatically do this!
    AgencyZoomAgencyZoom
    Create Personal Lead

    Triggers when a new Lead is added.

    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
    • 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
zoho-forms logo

Related categories

Similar apps

Wufoo integrationsWufoo integrations

Wufoo

Forms & Surveys
Formstack integrationsFormstack integrations

Formstack

Forms & Surveys
Typeform integrationsTypeform integrations

Typeform

Forms & Surveys