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NextAgency Integrations

CRM (Customer Relationship Management)

Do more with NextAgency integrations

Zapier lets you connect NextAgency with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Integrate Google Forms with NextAgencyIntegrate Google Forms with NextAgency
Google Forms
Forms & Surveys, Google
Integrate Formstack with NextAgencyIntegrate Formstack with NextAgency
Formstack
Forms & Surveys
Integrate Google Forms (Legacy) with NextAgencyIntegrate Google Forms (Legacy) with NextAgency
Google Forms (Legacy)
Forms & Surveys, Google
Integrate HubSpot with NextAgencyIntegrate HubSpot with NextAgency
HubSpot
Marketing Automation
Integrate RingCentral with NextAgencyIntegrate RingCentral with NextAgency
RingCentral
Phone & SMS
Integrate Gravity Forms with NextAgencyIntegrate Gravity Forms with NextAgency
Gravity Forms
Forms & Surveys, WordPress
Integrate Microsoft Outlook with NextAgencyIntegrate Microsoft Outlook with NextAgency
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Zoho CRM with NextAgencyIntegrate Zoho CRM with NextAgency
Zoho CRM
CRM (Customer Relationship Management), Zoho
Integrate Mailchimp with NextAgencyIntegrate Mailchimp with NextAgency
Mailchimp
Email Newsletters
Integrate Google Forms with NextAgencyIntegrate Google Forms with NextAgency
Google Forms
Forms & Surveys, Google
Integrate Formstack with NextAgencyIntegrate Formstack with NextAgency
Formstack
Forms & Surveys
Integrate Google Forms (Legacy) with NextAgencyIntegrate Google Forms (Legacy) with NextAgency
Google Forms (Legacy)
Forms & Surveys, Google
Integrate HubSpot with NextAgencyIntegrate HubSpot with NextAgency
HubSpot
Marketing Automation
Integrate RingCentral with NextAgencyIntegrate RingCentral with NextAgency
RingCentral
Phone & SMS
Integrate Gravity Forms with NextAgencyIntegrate Gravity Forms with NextAgency
Gravity Forms
Forms & Surveys, WordPress
Integrate Google Forms with NextAgencyIntegrate Google Forms with NextAgency
Google Forms
Forms & Surveys, Google
Integrate Formstack with NextAgencyIntegrate Formstack with NextAgency
Formstack
Forms & Surveys
Integrate Google Forms (Legacy) with NextAgencyIntegrate Google Forms (Legacy) with NextAgency
Google Forms (Legacy)
Forms & Surveys, Google
Integrate HubSpot with NextAgencyIntegrate HubSpot with NextAgency
HubSpot
Marketing Automation
Integrate RingCentral with NextAgencyIntegrate RingCentral with NextAgency
RingCentral
Phone & SMS
Integrate Gravity Forms with NextAgencyIntegrate Gravity Forms with NextAgency
Gravity Forms
Forms & Surveys, WordPress
Integrate Microsoft Outlook with NextAgencyIntegrate Microsoft Outlook with NextAgency
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Zoho CRM with NextAgencyIntegrate Zoho CRM with NextAgency
Zoho CRM
CRM (Customer Relationship Management), Zoho
Integrate Mailchimp with NextAgencyIntegrate Mailchimp with NextAgency
Mailchimp
Email Newsletters

Top companies trust Zapier to automate work and free up time

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Quickly automate NextAgency integrations with Zapier's templates

  • Create NextAgency tasks for new Calendly invitees

    • Calendly logo
    • NextAgency logo
    Calendly + NextAgency
  • Create leads in NextAgency for new Google Calendar events

    • Google Calendar logo
    • NextAgency logo
    Google Calendar + NextAgency
  • Add new invitees in Calendly to NextAgency

    • Calendly logo
    • NextAgency logo
    Calendly + NextAgency
  • Create tasks in NextAgency for new Zendesk tickets

    Premium
    Details
    • Zendesk logo
    • NextAgency logo
    Zendesk + NextAgency
  • Add new QuickBooks Online invoices as NextAgency tasks

    Premium
    Details
    • QuickBooks Online logo
    • NextAgency logo
    QuickBooks Online + NextAgency
  • Add new files in Dropbox to tasks in NextAgency

    • Dropbox logo
    • NextAgency logo
    Dropbox + NextAgency
  • Create NextAgency tasks for new Calendly invitees

    • Calendly logo
    • NextAgency logo
    Calendly + NextAgency
  • Create leads in NextAgency for new Google Calendar events

    • Google Calendar logo
    • NextAgency logo
    Google Calendar + NextAgency
  • Add new invitees in Calendly to NextAgency

    • Calendly logo
    • NextAgency logo
    Calendly + NextAgency
  • Create tasks in NextAgency for new Zendesk tickets

    Premium
    Details
    • Zendesk logo
    • NextAgency logo
    Zendesk + NextAgency
  • Add new QuickBooks Online invoices as NextAgency tasks

    Premium
    Details
    • QuickBooks Online logo
    • NextAgency logo
    QuickBooks Online + NextAgency
  • Add new files in Dropbox to tasks in NextAgency

    • Dropbox logo
    • NextAgency logo
    Dropbox + NextAgency
  • Add missed RingCentral calls to new tasks in NextAgency

    • RingCentral logo
    • NextAgency logo
    RingCentral + NextAgency
  • Add new Facebook leads to NextAgency

    Premium
    Details
    • Facebook Lead Ads logo
    • NextAgency logo
    Facebook Lead Ads + NextAgency
  • Create tasks in NextAgency from new files in Google Docs

    • Google Docs logo
    • NextAgency logo
    Google Docs + NextAgency
  • Create tasks in NextAgency from new emails in Gmail

    • Gmail logo
    • NextAgency logo
    Gmail + NextAgency
  • Create tasks in NextAgency from new Google Forms responses

    • Google Forms logo
    • NextAgency logo
    Google Forms + NextAgency
  • Create tasks in NextAgency from new Google Forms responses

    • Google Forms logo
    • NextAgency logo
    Google Forms + NextAgency
    • Add missed RingCentral calls to new tasks in NextAgency

      • RingCentral logo
      • NextAgency logo
      RingCentral + NextAgency
    • Add new Facebook leads to NextAgency

      Premium
      Details
      • Facebook Lead Ads logo
      • NextAgency logo
      Facebook Lead Ads + NextAgency
    • Create tasks in NextAgency from new files in Google Docs

      • Google Docs logo
      • NextAgency logo
      Google Docs + NextAgency
    • Create tasks in NextAgency from new emails in Gmail

      • Gmail logo
      • NextAgency logo
      Gmail + NextAgency
    • Create tasks in NextAgency from new Google Forms responses

      • Google Forms logo
      • NextAgency logo
      Google Forms + NextAgency
    • Create tasks in NextAgency from new Google Forms responses

      • Google Forms logo
      • NextAgency logo
      Google Forms + NextAgency

    Supported triggers and actions

    Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • NextAgency triggers, actions, and search
      Create Case

      Triggers when a new case is created.

      Trigger
      Instant
      Try It
      • Name
        Required
      • Last Name
      • Contact First Name
      • Contact Last Name
      • Email
        Required
      • Phone Number
        Required
      • Lead Source
      • Market Segment
        Required
      • Custom Fields
      Action
      Write
      • All Responses
        Required
      • Submitted At
        Required
      • Form Id
      • Form Name
        Required
      Action
      Write
      • All Responses
        Required
      • Submitted At
        Required
      • Form Id
      • Form Name
        Required
      Action
      Write
      • Title
        Required
      • Stage
      • Priority
      • Location
      • Assigned To
      • Case Name
        Required
      • Due Date
      • Body
      • Tags
      • Task Type
      Action
      Write
      • Submitted At
        Required
      • All Responses
        Required
      • Form Name
        Required
      • Form Id
      Action
      Write

    NextAgency Help & Support

    Common questions

    nextagency logo
    About NextAgency
    NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.
    Related categories
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    App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

    Popular NextAgency Integrations

    • Google Forms
    • Formstack
    • Google Forms (Legacy)
    • HubSpot
    • RingCentral