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Insurance Website Builder + NextAgency

Add new leads in Insurance Website Builder to NextAgency

Are you tired of manually creating leads into your NextAgency Account? This integration has your covered. Now you can automate the process of adding lead coming in from your Insurance Website Builder website into NextAgency account using this integration.

Are you tired of manually creating leads into your NextAgency Account? This integration has your covered. Now you can automate the process of adding lead coming in from your Insurance Website Builder website into NextAgency account using this integration.

  1. When this happens...
    Insurance Website BuilderInsurance Website Builder
    New Lead

    Triggers when a form is filled on you insurance website builder website.

    TriggerInstant
  2. automatically do this!
    NextAgencyNextAgency
    Create Lead

    will create lead in NextAgency.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Insurance Website Builder triggers, actions, and search

    New Lead

    Triggers when a form is filled on you insurance website builder website.

    Trigger
    Instant
    Try It
    • TitleRequired

    • Stage

    • Priority

    • Location

    • Assigned To

    • Case NameRequired

    • Due Date

    • Body

    • Tags

    • Task Type

    Action
    Write
    • Submitted AtRequired

    • All ResponsesRequired

    • Form NameRequired

    • Form IdRequired

    Action
    Write
    • NameRequired

    • Last Name

    • Contact First Name

    • Contact Last Name

    • EmailRequired

    • Phone NumberRequired

    • Lead Source

    • Market SegmentRequired

    • Custom Fields

    Action
    Write
    • All ResponsesRequired

    • Submitted AtRequired

    • Form Id

    • Form NameRequired

    Action
    Write
    • All ResponsesRequired

    • Submitted AtRequired

    • Form IdRequired

    • Form NameRequired

    Action
    Write
insurance-website-builder-ca1153 logo
insurance-website-builder-ca1153 logo

About Insurance Website Builder

ITC’s Insurance Website Builder builds websites for insurance agencies in the United States. Our insurance website experts know insurance website design so you get a strong online presence.
Help

Related categories

  • Website Builders

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nextagency logo
nextagency logo

About NextAgency

NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.

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