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Decide if QuoteForm Submissions create an AgencyZoom Lead

Feature Request

You can now choose whether each QuoteForm sends data to AgencyZoom. Use the new toggle to enable or disable sync, and customize pipelines, tags, and assigned users per form. This gives you more control over how leads are routed into your CRM.

Posted by Michael Cruz ·
Status: 🔥 Released1 comment

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Comments1

  • David Watson changed status to 🔥 Released
    Team•

    Nov 4, 2025

    Pinned

    You now have the ability to decide if a QuoteForm Submission is automatically added to AgencyZoom.

    This is especially helpful for Hawksoft Users who do not want the data automatically sent to AgencyZoom.

    Learn more about this new setting and more here:
    Send QuoteForm Submissions to AgencyZoom