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NextAgency Integrations

CRM (Customer Relationship Management)

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Integrate Google Forms with NextAgencyIntegrate Google Forms with NextAgency

Google Forms

Forms & Surveys, Google
Integrate Google Sheets with NextAgencyIntegrate Google Sheets with NextAgency

Google Sheets

Google, Spreadsheets
Integrate HubSpot with NextAgencyIntegrate HubSpot with NextAgency

HubSpot

Marketing Automation
Integrate Webhooks by Zapier with NextAgencyIntegrate Webhooks by Zapier with NextAgency

Webhooks by Zapier

Developer Tools, Zapier
Integrate Formstack with NextAgencyIntegrate Formstack with NextAgency

Formstack

Forms & Surveys
Integrate Gravity Forms with NextAgencyIntegrate Gravity Forms with NextAgency

Gravity Forms

Forms & Surveys, WordPress
Integrate Gmail with NextAgencyIntegrate Gmail with NextAgency

Gmail

Email, Google
Integrate QuickBooks Online with NextAgencyIntegrate QuickBooks Online with NextAgency

QuickBooks Online

Accounting
Integrate SuiteDash with NextAgencyIntegrate SuiteDash with NextAgency

SuiteDash

Project Management
Integrate Google Forms with NextAgencyIntegrate Google Forms with NextAgency

Google Forms

Forms & Surveys, Google
Integrate Google Sheets with NextAgencyIntegrate Google Sheets with NextAgency

Google Sheets

Google, Spreadsheets
Integrate HubSpot with NextAgencyIntegrate HubSpot with NextAgency

HubSpot

Marketing Automation
Integrate Webhooks by Zapier with NextAgencyIntegrate Webhooks by Zapier with NextAgency

Webhooks by Zapier

Developer Tools, Zapier
Integrate Formstack with NextAgencyIntegrate Formstack with NextAgency

Formstack

Forms & Surveys
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 Google Sheets with NextAgencyIntegrate Google Sheets with NextAgency

Google Sheets

Google, Spreadsheets
Integrate HubSpot with NextAgencyIntegrate HubSpot with NextAgency

HubSpot

Marketing Automation
Integrate Webhooks by Zapier with NextAgencyIntegrate Webhooks by Zapier with NextAgency

Webhooks by Zapier

Developer Tools, Zapier
Integrate Formstack with NextAgencyIntegrate Formstack with NextAgency

Formstack

Forms & Surveys
Integrate Gravity Forms with NextAgencyIntegrate Gravity Forms with NextAgency

Gravity Forms

Forms & Surveys, WordPress
Integrate Gmail with NextAgencyIntegrate Gmail with NextAgency

Gmail

Email, Google
Integrate QuickBooks Online with NextAgencyIntegrate QuickBooks Online with NextAgency

QuickBooks Online

Accounting
Integrate SuiteDash with NextAgencyIntegrate SuiteDash with NextAgency

SuiteDash

Project Management

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Quickly automate NextAgency integrations with Zapier's templates

  • Create NextAgency tasks for new Calendly invitees

    Details
    • 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

Try it
  • 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

Supported triggers and actions

What does this mean?
    • 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
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About NextAgency

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

Related categories

  • CRM (Customer Relationship Management)

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