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NextAgency Integrations

CRM (Customer Relationship Management)

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Or pick an app to pair witharrow pointing down
Integrate Google Forms with NextAgencyIntegrate Google Forms with NextAgency

Google Forms

Forms & Surveys, Google
Integrate Google Sheets with NextAgencyIntegrate Google Sheets with NextAgency

Google Sheets

Google, Spreadsheets
Integrate HubSpot with NextAgencyIntegrate HubSpot with NextAgency

HubSpot

Marketing Automation
Integrate RingCentral with NextAgencyIntegrate RingCentral with NextAgency

RingCentral

Phone & SMS
Integrate Formstack with NextAgencyIntegrate Formstack with NextAgency

Formstack

Forms & Surveys
Integrate Gravity Forms with NextAgencyIntegrate Gravity Forms with NextAgency

Gravity Forms

Forms & Surveys, WordPress
Integrate Zoho CRM with NextAgencyIntegrate Zoho CRM with NextAgency

Zoho CRM

CRM (Customer Relationship Management), Zoho
Integrate SuiteDash with NextAgencyIntegrate SuiteDash with NextAgency

SuiteDash

Project Management
Integrate SendHub with NextAgencyIntegrate SendHub with NextAgency

SendHub

Phone & SMS
Integrate Google Forms with NextAgencyIntegrate Google Forms with NextAgency

Google Forms

Forms & Surveys, Google
Integrate Google Sheets with NextAgencyIntegrate Google Sheets with NextAgency

Google Sheets

Google, Spreadsheets
Integrate HubSpot with NextAgencyIntegrate HubSpot with NextAgency

HubSpot

Marketing Automation
Integrate RingCentral with NextAgencyIntegrate RingCentral with NextAgency

RingCentral

Phone & SMS
Integrate Formstack with NextAgencyIntegrate Formstack with NextAgency

Formstack

Forms & Surveys
Integrate Gravity Forms with NextAgencyIntegrate Gravity Forms with NextAgency

Gravity Forms

Forms & Surveys, WordPress
Integrate Google Forms with NextAgencyIntegrate Google Forms with NextAgency

Google Forms

Forms & Surveys, Google
Integrate Google Sheets with NextAgencyIntegrate Google Sheets with NextAgency

Google Sheets

Google, Spreadsheets
Integrate HubSpot with NextAgencyIntegrate HubSpot with NextAgency

HubSpot

Marketing Automation
Integrate RingCentral with NextAgencyIntegrate RingCentral with NextAgency

RingCentral

Phone & SMS
Integrate Formstack with NextAgencyIntegrate Formstack with NextAgency

Formstack

Forms & Surveys
Integrate Gravity Forms with NextAgencyIntegrate Gravity Forms with NextAgency

Gravity Forms

Forms & Surveys, WordPress
Integrate Zoho CRM with NextAgencyIntegrate Zoho CRM with NextAgency

Zoho CRM

CRM (Customer Relationship Management), Zoho
Integrate SuiteDash with NextAgencyIntegrate SuiteDash with NextAgency

SuiteDash

Project Management
Integrate SendHub with NextAgencyIntegrate SendHub with NextAgency

SendHub

Phone & SMS

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Quickly automate NextAgency integrations with Zapier's templates

  • Create NextAgency tasks for new Calendly invitees

    Details
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    • Calendly logo
    • NextAgency logo
    Calendly + NextAgency

  • Create leads in NextAgency for new Google Calendar events

    Details
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    • Google Calendar logo
    • NextAgency logo
    Google Calendar + NextAgency

  • Add new invitees in Calendly to NextAgency

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    • Calendly logo
    • NextAgency logo
    Calendly + NextAgency

  • Create tasks in NextAgency for new Zendesk tickets

    Premium
    Details
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    • Zendesk logo
    • NextAgency logo
    Zendesk + NextAgency

  • Add new QuickBooks Online invoices as NextAgency tasks

    Premium
    Details
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    • QuickBooks Online logo
    • NextAgency logo
    QuickBooks Online + NextAgency

  • Add new files in Dropbox to tasks in NextAgency

    Details
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    • Dropbox logo
    • NextAgency logo
    Dropbox + NextAgency

Create NextAgency tasks for new Calendly invitees

Details
Try it
  • Calendly logo
  • NextAgency logo
Calendly + NextAgency

Create leads in NextAgency for new Google Calendar events

Details
Try it
  • Google Calendar logo
  • NextAgency logo
Google Calendar + NextAgency

Add new invitees in Calendly to NextAgency

Details
Try it
  • Calendly logo
  • NextAgency logo
Calendly + NextAgency

Create tasks in NextAgency for new Zendesk tickets

Premium
Details
Try it
  • Zendesk logo
  • NextAgency logo
Zendesk + NextAgency

Add new QuickBooks Online invoices as NextAgency tasks

Premium
Details
Try it
  • QuickBooks Online logo
  • NextAgency logo
QuickBooks Online + NextAgency

Add new files in Dropbox to tasks in NextAgency

Details
Try it
  • Dropbox logo
  • NextAgency logo
Dropbox + NextAgency

Supported triggers and actions

What does this mean?
  • NextAgency triggers, actions, and search

    Create Case

    Triggers when a new case is created.

    Trigger
    Instant
    Try It

    • NameRequired

    • Last Name

    • Contact First Name

    • Contact Last Name

    • EmailRequired

    • Phone NumberRequired

    • Lead Source

    • Market SegmentRequired

    • Custom Fields

    Action
    Write

    • All ResponsesRequired

    • Submitted AtRequired

    • Form Id

    • Form NameRequired

    Action
    Write

    • All ResponsesRequired

    • Submitted AtRequired

    • Form IdRequired

    • Form NameRequired

    Action
    Write
  • NextAgency triggers, actions, and search

    Create Ticket

    Triggers when new ticket is created.

    Trigger
    Instant
    Try It

    • TitleRequired

    • Stage

    • Priority

    • Location

    • Assigned To

    • Case NameRequired

    • Due Date

    • Body

    • Tags

    • Task Type

    Action
    Write

    • Submitted AtRequired

    • All ResponsesRequired

    • Form NameRequired

    • Form IdRequired

    Action
    Write
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nextagency logo

About NextAgency

NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.

Related categories

  • CRM (Customer Relationship Management)

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  • Webhooks by Zapier

 

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