AgencyZoom + Gravity Forms

Create business leads in AgencyZoom from new Gravity Forms submissions

Effortlessly capture new business leads from Gravity Forms submissions and add them to AgencyZoom with this seamless workflow. Once set up, each time a new form is submitted in Gravity Forms, your AgencyZoom will be updated with the new lead information. This automation helps you save time, ensuring no lead goes unnoticed, so you can focus on growing your business.

Effortlessly capture new business leads from Gravity Forms submissions and add them to AgencyZoom with this seamless workflow. Once set up, each time a new form is submitted in Gravity Forms, your AgencyZoom will be updated with the new lead information. This automation helps you save time, ensuring no lead goes unnoticed, so you can focus on growing your business.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    AgencyZoomAgencyZoom
    Create Business Lead

    Create a business lead in Agencyzoom.

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

What does this mean?
    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
  • AgencyZoom triggers, actions, and search

    Lead Status Change

    Triggers when the status of a Lead changes.

    Trigger
    Instant
    Try It
    • TitleRequired

    • Lead contact emailRequired

    • Activity noteRequired

    Action
    Write
    • FormRequired

    Action
    Write
  • AgencyZoom triggers, actions, and search

    Lead Created

    Triggers when a new Lead is added.

    Trigger
    Instant
    Try It
  • AgencyZoom triggers, actions, and search

    New Policy Sold

    Triggers when a new policy is sold.

    Trigger
    Instant
    Try It
    • Business NameRequired

    • Contact Name

    Action
    Write
agencyzoom-ca67272 logo
agencyzoom-ca67272 logo

About AgencyZoom

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

Related categories

  • CRM (Customer Relationship Management)

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gravity-forms logo
gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Learn moreHelp

Related categories

  • Forms & Surveys
  • WordPress

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