AgencyZoom + Webflow

Create personal leads in AgencyZoom from new form submissions in Webflow

When a new form is submitted on Webflow, use this workflow to create a personal lead in AgencyZoom instantly. It ensures you never miss a potential client and can follow up swiftly, enhancing your customer communication and conversion rate. Innovate the way your business tracks leads with this seamless automation.

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

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Supported triggers and actions

- Help Text
- SiteRequired
- FormRequired
Trigger
Instant
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- SiteRequired
Trigger
Instant
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- SiteRequired
Trigger
Instant
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- SiteRequired
- CollectionRequired
- Is Draft
Action
Write
- SiteRequired
- CollectionRequired
- Is Draft
- ItemRequired
Action
Write

- SiteRequired
- OrderRequired
- Comment
- Shipping Provider
- Shipping Tracking
Action
Write
- SiteRequired
- CollectionRequired
- Help Text
- Name
- Slug
Action
Search

Lead Created
Triggers when a new Lead is added.
Trigger
Instant
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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

- SiteRequired
Trigger
Instant
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- SiteRequired
Trigger
Polling
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- SiteRequired
- CollectionRequired
- Is Draft
Action
Write
- SiteRequired
- OrderRequired
- Send Order Fulfilled EmailRequired
Action
Write
- SiteRequired
- CollectionRequired
- Is Draft
- Archived
- ItemRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- SiteRequired
- CollectionRequired
- Help Text
- Name
- Slug
Action
Search
Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
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- 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