AgencyZoom + Jotform
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.
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 Created
Triggers when a new Lead is added.
- automatically do this!Assign Form
Invite assignees to complete your form
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- 14 day trial for premium features & apps
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
