AgencyZoom + Gravity Forms

Create new tasks in AgencyZoom from new submissions in Gravity Forms

When a new form submission is made in Gravity Forms, use this workflow to quickly create a task in AgencyZoom. This process will help you track and manage your tasks more efficiently without having to manually transfer details from one platform to another, allowing you to stay organized and focused on what truly matters.

When this happens...
Form Submission
Triggers when the specified form is submitted.
TriggerInstant
automatically do this!
Create Task
Create a task in Agencyzoom.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
- Use Admin Field Labels?
Trigger
Instant
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- FormRequired
Action
Write
Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
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- TitleRequired
- Lead contact emailRequired
- Activity noteRequired
Action
Write
- NameRequired
Action
Write

- Customer NameRequired
- Customer Email AddressRequired
- Policy Number
- SummeryRequired
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- Customer Service Representative
- CSR Assignment Group
- Due after daysRequired
- Tag
- DescriptionRequired
Action
Write
- Field to Search ByRequired
- Create Agencyzoom lead if it doesn't exist yet?Required
Action
Search

- FormRequired
Action
Write
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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- Business NameRequired
- Contact Name
Action
Write
- LeadRequired
Action
Write
- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
Action
Write