AgencyZoom + Formly

Create AgencyZoom leads from new Formly form responses

Easily transform new form responses from Formly into business leads in AgencyZoom with this seamless workflow. Make the most of each interaction by quickly converting customer interactions into potential business opportunities. This simple automation streamlines your process, allowing you to effectively nurture and manage your leads without any extra effort.

When this happens...
New Form Response
Triggers when someone submits data to the selected funnel.
TriggerPolling
automatically do this!
Create Business Lead
Create a business lead in Agencyzoom.
ActionWrite

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Supported triggers and actions

- Select FormRequired
- Include Disqualified Leads?Required
Trigger
Polling
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
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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