A form we can send to clients that creates an entry in AgencyBloc

I created a similar intake for Group business.

The Lead Forms are great, but I find that I need a lot more information from someone before I can do anything. I’m a new agency owner with no help, so I recently started using JotForm and made a customized intake sheet that integrates with Zapier to create Individual records for me. I’ve setup my Zap to plug in the name, DOB, address, etc for every family member automatically. You can tailor the form to fill in ANY field you have in AB.
I’ve also set it up to create an activity that pulls information from the intake including their current coverage, when & why it’s ending, which type of coverage they’re interested and a summary of their needs such as clinic preference and medications.
Once the form is submitted and all records are created, all I have to do in AB is assign their Relationship to each other. Done!

You can embed the JotForm link anywhere and it’ll do it for you.
This has been a HUGE timesaver by not having to create all of these records myself. It took some time to figure it out but it’s been SO worth it! Here’s what my intake looks like:

https://form.jotform.com/222154720093145

Yes, you can use Lead Forms for this purpose to create new records. If you set up a lead form on a website, then you can provide that link to clients/groups. When they submit, it will create a new record in AgencyBloc. Here is our lead forms help article for reference.

If you're wanting to update or create new records, you can also look into using our API to connect to a third-party application where you collect that information and send that info into AgencyBloc to update existing records or create new ones. Here is our API help article to get you started.

** Can we use Lead Forms to arrive at the same result?