AgencyZoom + Jotform
Create Jotform submissions for new AgencyZoom leads
Stay on top of your leads and streamline your form submissions with this AgencyZoom-Jotform workflow. When a new lead is created in AgencyZoom, this automation generates a submission in Jotform instantly. Save valuable time by integrating your lead generation and form submission processes, and never miss important information from your potential clients.
Stay on top of your leads and streamline your form submissions with this AgencyZoom-Jotform workflow. When a new lead is created in AgencyZoom, this automation generates a submission in Jotform instantly. Save valuable time by integrating your lead generation and form submission processes, and never miss important information from your potential clients.
- When this happens...Lead Created
Triggers when a new Lead is added.
- automatically do this!Create Submission
Generate a new submission for your form
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Lead Created
Triggers when a new Lead is added.
Try ItNew Policy Sold
Triggers when a new policy is sold.
Try ItBusiness NameRequired
Contact Name
LeadRequired
Lead Status Change
Triggers when the status of a Lead changes.
Try ItTitleRequired
Lead contact emailRequired
Activity noteRequired
NameRequired
Customer NameRequired
Customer Email AddressRequired
Policy Number
SummeryRequired
CategoryRequired
PriorityRequired
PipelineRequired
StageRequired
Customer Service Representative
CSR Assignment Group
Due after daysRequired
Tag
DescriptionRequired
