AgencyZoom + Paperless Forms

Update AgencyZoom leads when new Paperless Forms entries are created

Effortlessly keep your AgencyZoom leads updated with this seamless workflow between Paperless Forms and AgencyZoom. When a new entry is submitted in Paperless Forms, this automation will instantly update the corresponding lead in AgencyZoom, keeping your records accurate and up-to-date without any manual intervention. Simplify your lead management process and ensure your team always has the most current information at their fingertips.

When this happens...
New Entry (Rest)
Triggers when a new entry is submitted.
TriggerInstant
automatically do this!
Update Lead
Update a lead in Agencyzoom.
ActionWrite

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Supported triggers and actions

- Form Name
Trigger
Instant
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