AgentMethods + Search And Save

Add customers to Search and Save from new form submissions in AgentMethods

Make sure no leads from your website fall through the cracks. This Zapier integration streamlines the process of adding contacts to your Search and Save account, automatically adding a customer from the details in each new form submission to your AgentMethods website.

When this happens...
New Form Submission
Triggers when new Form submitted from AgentMethods Website.
TriggerInstant
automatically do this!
Add New Customer
Add a new customer to the system.
ActionWrite

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Supported triggers and actions

- Filter ActivitiesRequired
Trigger
Instant
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New Form Submission
Triggers when new Form submitted from AgentMethods Website.
Trigger
Instant
Try It
- First Name
- Last Name
- EmailRequired
- Phone Number
- Tag
- Source
Action
Write
- Start Date
- End Date
- Show All CustomersRequired
Trigger
Polling
Try It

Fetch Email Send Activities
Triggers when scheduled campaigns are sent out.
Trigger
Instant
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Website Visit
Triggers when Users visit the AgentMethods Websites.
Trigger
Instant
Try It
- First Name
- Last Name
- EmailRequired
- Phone Number
- Tag
- create contact if it doesn't existRequired
- Source
Action
Write
Add New Customer
Add a new customer to the system.
Action
Write