Original Question: Senior Benefit Solutions NJ asked us:“I need help creating a link for my form. How would I do that?” Answer: Great question! Agent CRM automatically generates a direct link to any form you create, making it incredibly easy to share with clients or…
Online Forms
3 Articles
Original Question: Kelly Spies asked us: “Quick question – is there a way to connect Gravity Forms without using Zapier? I have had billing issues with Zapier and until they have a more secure billing system, I won’t use them.” Answer: Yes, you can connect…
In this video, Ryan shows you how to get notified immediately when a hot lead comes in based on how a potential client answers an online survey form.