AgencyZoom + Formstack

Create new AgencyZoom leads from new Formstack submissions

Streamline your lead generation process with this automated workflow. When a new form submission is received in Formstack, a personal lead is created in AgencyZoom immediately. This means a smoother, more efficient operation by reducing manual entry and potential input errors. Experience seamless transfer of form details directly to your lead management and save precious time for your business.

When this happens...
New Form Submission
Triggers when a Form recieives a Submission.
TriggerInstant
automatically do this!
Create Personal Lead
Triggers when a new Lead is added.
ActionWrite

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Supported triggers and actions

New Form
Triggers when a new Form is created.
Trigger
Polling
Try It
- FormRequired
- User Agent
- Remote Address
- Mark Submission as "read"?
Action
Write
Lead Created
Triggers when a new Lead is added.
Trigger
Instant
Try It
New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
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- Business NameRequired
- Contact Name
Action
Write

- LeadRequired
Action
Write
- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
Action
Write

- FormRequired
- Field identification
Trigger
Instant
Try It
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
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
- Customer NameRequired
- Customer Email AddressRequired
- Policy Number
- SummeryRequired
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- Customer Service Representative
- CSR Assignment Group
- Due after daysRequired
- Tag
- DescriptionRequired
Action
Write
- Field to Search ByRequired
- Create Agencyzoom lead if it doesn't exist yet?Required
Action
Search