QuoteForms -> AgencyZoom

Written By David Watson

Last updated About 1 year ago

Step 1: Trigger - QuoteForm Submitted

Best practice is to do a submission on yourself so you have test data available.

Step 2: Action - AgencyZoom

Event: Find a Lead

TIP: I recommend that you always use the Find a Lead action so that it will both check for an existing lead to update AND will create a new lead if one is not found.

Filed to Search By: Email

Input the email address from the QuoteForm by typing /Client Email

Set Create AgencyZoom lead if it doesn’t exist yet? to Yes

Step 3: Map data from QuoteForm Submission

TIP: As you type these in, you will see the options reduce. Once their is only one option left you will click on the option that is being displayed.

Field	Required	Input
Name	Yes	/Client Full Name
Pipeline	No	Select Pipeline from Dropdown
Stage	No	Select Stage from Dropdown
Lead Owner	No	Select Round Robin Assignment or Team Member
Customer Service	No	Select Team Member
Lead Source	No	Select from Dropdown
Email	Yes	/Client Email
Phone Number	No	/Client Phone Number
Street Address	No	/Data Personal Details Step 4 Address Line 1
City	No	/Data Personal Details Step 4 City
State	No	/Data Personal Details Step 4 State
Postal Code	No	/Data Personal Details Step 4 Postal Code
Comments	No	Completely up to you; example below
Tags	No	Completely up to you
Birthday	No	/Client Date of Birth

Comment Example:

Type of Submission: /Submission Type
Lines of Business: /Lines of Business
Contact Preference: /Client Contact Preference

If you experience any issues or have any questions please take screenshots of what you have and email to david@riskadvisor.insure