AgencyZoom + Jotform

AgencyZoom + Jotform integrations

Assign forms in Jotform when new leads are created in AgencyZoom

Assign an appropriate Jotform when a new lead is created in AgencyZoom with this streamlined workflow. Ideal for sales and marketing teams, it helps ensure important data collection processes commence immediately as a potential client shows interest. Now, you can focus on nurturing your leads, while this user-friendly automation solution takes care of form assignments.

When this happens...
Lead CreatedTriggers when a new Lead is added.
TriggerInstant
automatically do this!
Assign FormInvite assignees to complete your form
ActionWrite

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More things you can do with AgencyZoom and Jotform

Discover other triggers and actions you can use with AgencyZoom and Jotform

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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Service Request Status Change
Triggers when the status of a Service Request changes.
Trigger
Instant
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- Business Name
  Required
- Contact Name
Action
Write
- Lead
  Required
Action
Write

- Service Request
  Required
- Summary
  Required
- Description
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- csr
  Required
- Due Date
- Other Producers
- Tags
Action
Write
- Field to Search By
  Required
- Create Agencyzoom lead if it doesn't exist yet?
  Required
Action
Search

- Form
  Required
Trigger
Instant
Try It
- Select a form
  Required
- Asignee email
  Required
- Invitation Message
- Assignee Permission
Action
Write
- Select a form
  Required
Action
Write

Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
Try It
Service Request Created
Triggers when a new Service Request is created.
Trigger
Instant
Try It
- Title
  Required
- Lead contact email
  Required
- Activity note
  Required
Action
Write
- Name
  Required
Action
Write
- Customer Name
  Required
- Customer Email Address
  Required
- Policy Number
- Summery
  Required
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- Customer Service Representative
- CSR Assignment Group
- Due after days
  Required
- Tag
- Description
  Required
Action
Write
- Title
  Required
- Assigned To
  Required
- Contact (lead or customer) email
  Required
- Type
  Required
- Comments
- Task Date (and time)
  Required
Action
Write
- Customer Name
- Pipeline
- Stage
- Created Date Start
- Created Date End
Action
Search
- Document
  Required
Trigger
Polling
Try It
- Select a form
  Required
- Assignee email
  Required
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About AgencyZoom

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

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Related categories

CRM (Customer Relationship Management)

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About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

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AgencyZoom + Jotform

AgencyZoom + Jotform

Assign forms in Jotform when new leads are created in AgencyZoom

More things you can do with AgencyZoom and Jotform

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