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LG Insurance: PL Renewal > AZ PDF Comment

“Anytime a form submission is created in Gravity Forms, find a lead in AgencyZoom, update lead in AgencyZoom, etc.”

Casey Nelsoncreated by Casey Nelson
How Zapier works (57 sec)
How Zapier works (57 sec)
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Trusted at companies large and small

This Zap works in 4 steps …

  • Step 1 - Trigger

    Anytime a form submission is created in Gravity Forms

  • Step 2 - Action

    Find a lead in AgencyZoom

  • Step 3 - Action

    Update lead in AgencyZoom

  • Step 4 - Action

    Create spreadsheet row in Google Sheets

    • 2 minutes to set up
    • Get back 1.2 hrs /week
    • 2097 people use this app pairing

    This Zap uses the following 3 apps

    • Gravity Forms logo
    • AgencyZoom logo

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    Check out all the other ways you can connect Gravity Forms and AgencyZoom.
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