AgentMethods + Radius CRM
Create leads/clients in Radius CRM from new AgentMethods form submissions
Streamline your follow up with insurance leads! This Zapier template creates leads/clients in Radius CRM using info from new AgentMethods form submissions. From your Radius account, you can track your follow-up and sales activity.
Streamline your follow up with insurance leads! This Zapier template creates leads/clients in Radius CRM using info from new AgentMethods form submissions. From your Radius account, you can track your follow-up and sales activity.
- When this happens...New Form Submission
Triggers when new Form submitted from AgentMethods Website.
- automatically do this!Create Lead/Client
Create a Lead or Client in Radius
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- 14 day trial for premium features & apps
Filter ActivitiesRequired
Try ItNew Form Submission
Triggers when new Form submitted from AgentMethods Website.
Try ItFirst Name
Last Name
EmailRequired
Phone Number
Tag
Source
Create Lead/Client
Create a Lead or Client in Radius
Fetch Email Send Activities
Triggers when scheduled campaigns are sent out.
Try ItWebsite Visit
Triggers when Users visit the AgentMethods Websites.
Try ItFirst Name
Last Name
EmailRequired
Phone Number
Tag
create contact if it doesn't existRequired
Source
Update Lead/Client
Update an existing lead or client record in Radius.
