AgencyZoom + Ninja Forms

Create AgencyZoom leads from new Ninja Forms submissions

Effortlessly manage your leads with this efficient workflow that connects Ninja Forms to AgencyZoom. Whenever a new form submission is received in Ninja Forms, this automation will create a personal lead in AgencyZoom, ensuring you never miss a potential client. Save time and streamline your lead management process with this convenient solution.

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

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

New Form Submission
Triggers when a form is submitted.
Trigger
Instant
Try It
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

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