AgentMethods + Typeform

AgentMethods + Typeform integrations

Create AgentMethods contacts from new TypeForm entries

This integration will automatically add submissions from a TypeForm survey to your AgentMethods contact list. Use this template to connect your survey and streamline the process of adding new insurance contacts.

When this happens...
New EntryTriggers when a form is submitted.
TriggerInstant
automatically do this!
Create ContactCreates a new Contact in AgentMethods.
ActionWrite

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More things you can do with Typeform and AgentMethods

Discover other triggers and actions you can use with Typeform and AgentMethods

- Agent
  Required
Trigger
Instant
Try It
- title of your form
  Required
- Choose Workspace To Create This Form In, leave it blank for default workspace
Action
Write
- Form To Update Question in
  Required
- Please provide list of choices
Action
Write
- Form
  Required
- responses submitted since the specified date and time.
- responses submitted until the specified date and time.
- search for responses that include the specified string.
- search for responses that are complete.
- maximum number of responses to fetch (default: 25, max: 1000)
Action
Search
Fetch Email Send Activities
Triggers when scheduled campaigns are sent out.
Trigger
Instant
Try It

Website Visit
Triggers when Users visit the AgentMethods Websites.
Trigger
Instant
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- First Name
- Last Name
- Email
  Required
- Phone Number
- Tag
- create contact if it doesn't exist
  Required
- Source
Action
Write

- Form
  Required
Trigger
Instant
Try It
- Form To Duplicate
  Required
- Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)
- Title of Your Duplicate Form (leave blank for same title)
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Filter Activities
  Required
Trigger
Instant
Try It
New Form Submission
Triggers when new Form submitted from AgentMethods Website.
Trigger
Instant
Try It
- First Name
- Last Name
- Email
  Required
- Phone Number
- Tag
- Source
Action
Write

About AgentMethods

AgentMethods is a website and online marketing platform built for independent insurance agents.

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About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

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