AgencyZoom + Jotform
Assign prefilled forms in Jotform for new leads created in AgencyZoom
When a new lead is generated in AgencyZoom, let this workflow streamline your processes by filling out a form in Jotform with the lead's details. No more manual data transfer between the two platforms. This way, you can speed up your response times and ensure consistent information every time.
When a new lead is generated in AgencyZoom, let this workflow streamline your processes by filling out a form in Jotform with the lead's details. No more manual data transfer between the two platforms. This way, you can speed up your response times and ensure consistent information every time.
- When this happens...Lead Created
Triggers when a new Lead is added.
- automatically do this!Assign Prefilled Form
Invite assignees to complete your pre-populated 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
