AgencyZoom + Google Forms

Create new AgencyZoom service requests from new Google Forms responses

Easily streamline your agency's workflow with this efficient automation. When a new response is submitted on Google Forms, a service request is immediately created in AgencyZoom. This not only saves time by eliminating manual data entry but also ensures quick and proactive service delivery based on the information gathered in your forms.

When this happens...
New Form Response
Triggers when a new form response is received.
TriggerInstant
automatically do this!
Create Service Request
Create a service request in Agencyzoom.
ActionWrite

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Supported triggers and actions

- FormRequired
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

- FormRequired
Trigger
Instant
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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
Try It
- 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