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Connect HappyForms and Agencyjoy to power AI-driven automation

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Zapier makes it easy to integrate HappyForms with Agencyjoy - no code necessary. See how you can get setup in minutes.

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HappyForms
HappyForms logo
HappyForms
1. Choose trigger event
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Agencyjoy
Agencyjoy logo
Agencyjoy
2. Choose action
HappyForms logo
1. Select the event
Setup
Test
HappyForms logo
HappyForms
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Activity" from HappyForms.

Add your action

An action happens after the trigger—such as "Convert Lead to Client" in Agencyjoy.

You’re connected!

Zapier seamlessly connects HappyForms and Agencyjoy, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • HappyForms triggers, actions, and search
    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
    • In which workspace you need to add the customer?
      Required
    Trigger
    Instant
    Try It
    • Workspace
      Required
    Trigger
    Instant
    Try It
    • Choose workspace
      Required
    • Lead email (optional)
    • Lead Id (optional)
    Action
    Write
    • Workspace
      Required
    • Stage
      Required
    Trigger
    Instant
    Try It
    • In which workspace you need to add the Lead?
      Required
    Trigger
    Instant
    Try It
    • Workspace
      Required
    Trigger
    Instant
    Try It
    • Choose Workspace
      Required
    • Choose Activity Type
      Required
    • Activity Name
    • Guests
    • Starts At
      Required
    • Ends At
      Required
    • Color
    • Link to Lead/Customer
    • Internal Note
    • Description
    • Location
    • Mark As Done
    • Send Invites
    Action
    Write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect HappyForms and Agencyjoy to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

Level up your HappyForms to Agencyjoy integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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About HappyForms
HappyForms helps you to grow customer interactions through better forms, sign-ups, surveys, polls and checkouts for WordPress.
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Forms & Surveys
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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About Agencyjoy
Agencyjoy is a Sales CRM for Modern Agencies that helps you manage Leads, Clients, Activities, Emails, and Scheduling under a single roof.
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Sales & CRM

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