AgencyZoom + Leadpages

Create AgencyZoom service requests from new Leadpages form submissions

Effortlessly streamline your lead management process with this workflow that connects Leadpages to AgencyZoom. When a new form submission is received in Leadpages, a service request will be created in AgencyZoom, ensuring that potential customers are attended to promptly and efficiently. Spend less time on manual data entry and more time focusing on nurturing leads and growing your business.

When this happens...
New Form Submission
Triggers when a visitor submits a form on a page.
TriggerInstant
automatically do this!
Create Service Request
Create a service request in Agencyzoom.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
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- 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
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- 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