Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

Cognito Forms

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

AgencyZoom

Frances Nunez

Anytime a new entry is created in Cognito Forms, create business lead in AgencyZoom in the respective's Sales Agent Pipeline.

New Entry in Cognito App > Create Task in Sales Pipeline

“Anytime a new entry is created in Cognito Forms, create business lead in AgencyZoom in the respective's Sales Agent Pipeline.”

Trusted at companies large and small

This Zap works in 2 steps …

Anytime a new entry is created in Cognito Forms

Create business lead in AgencyZoom

This Zap uses the following 2 apps

Cognito Forms

AgencyZoom

Cognito Forms + AgencyZoom