AgencyZoom power-users rejoice... you can now pass field data directly from your built-in web-form(s) directly into AgencyZoom. If you've used Zapier in the past to connect a form to AgencyZoom, you can now bypass that completely and create this direct connection as explained below:

1.) go to the Web Lead Integration inside of AgencyZoom, or click this link while logged into AgencyZoom

https://app.agencyzoom.com/integration/web-lead-integration/index

2.) Click the blue button at the top that says Add New Web Lead Integration, and select Advisor Evolved on the next screen and click Next at the bottom

3.) Cycle through the next several prompts, choosing your Lead Source, Tag(s), Target Pipeline + Stage, and Assignment

4.) Copy the webhook you see on the final screen and head back into your website

5.) Inside of your site hover over Forms on the left and click Settings

6.) Click the AE Connect tab, and scroll down to the AgencyZoom panel, pasting in your webhook into the "Default Webhook URL" field, then scroll down and click Save Settings

To make things much quicker, you can simply use the demo form and import it into your Forms to give you a huge head start.

The demo form already has all of the available fields that will push into AgencyZoom. Assuming you have already imported the form from the link above, watch this video next: