Skip to main content

Send QuoteForm data to AgencyZoom as a formatted note

Feature Request

QuoteForm data will now be added a formatted note directly in the AgencyZoom lead.

Posted by David Watson ·
Status: 🔥 Released1 comment

Log in to comment and vote

Comments1

  • David Watson changed status to 🔥 Released
    Team•

    May 15

    Pinned

    Hi everyone, happy to let you know that a note is being created in AgencyZoom from QuoteForm Submissions now.

    This is also being worked on for RiskProfile data as well. You can follow along here:

    Send RiskProfile data to AgencyZoom as a formatted note