Send QuoteForm Submissions to AgencyZoom
Written By David Brower
Last updated 3 months ago
Control exactly how each QuoteForm sends data to AgencyZoom — or choose not to send at all. You can now toggle whether Risk Profiles generated from a QuoteForm will sync to AgencyZoom, and customize the pipeline, tags, assigned user, and automation stage per form.
✅ Who can do this: All users
⚙️ Where: QuoteForms > [Gear Icon] Settings > AgencyZoom Integration
How To Do It 🚀
Turn AgencyZoom Sync On or Off Per QuoteForm
Go to the QuoteForms page.
Click the Settings gear icon for the QuoteForm you want to configure.
In the AgencyZoom Integration section:
Toggle Send generated Risk Profiles to AgencyZoom ON or OFF.
If OFF, submissions from this QuoteForm will not sync to AgencyZoom.
If ON, additional options will appear.
Make a QuoteForm Send to a Different Pipeline in AgencyZoom
Ensure Send generated Risk Profiles to AgencyZoom is ON.
Toggle Use team’s pipeline settings OFF to customize the behavior.
Choose a specific:
Pipeline
Automation Stage
Assigned User or Group
Add optional Tags for the AgencyZoom lead.
If you leave assigned user/group as -- None --, the system will inherit the QuoteForm’s “Assigned to” value.
Assigned User or Group
You are able to assign the AgencyZoom Lead that is generated from this QuoteForm submission to a specific Team Member or a Lead Assignment Group.
AgencyZoom Lead Source
You can assign a specific AgencyZoom Lead Source to this QuoteForm. Any submissions received from this QuoteForm will have the related Lead Source attached. You can always change this at a later point.
Form Abandonment Tag
Any abandoned lead sent to AgencyZoom from a QuoteForm submission will have the Abandoned Lead tag applied. With this, you can set up a custom Lifecycle Automation based on these leads. From AgencyZoom, Help Article: Building Automation for Sales Pipelines