Log survey feedback directly to CRM activity logs
When a customer completes a survey in Cognito Forms, automatically log the activity under their profile in AgencyZoom so reps see customer sentiment.
See all AgencyZoom + Cognito Forms integrations or talk to a human
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
AgencyZoom Explore AgencyZoom →
TriggersFires when a new contact or lead is added to AgencyZoom.
Fires when a field on a contact changes in AgencyZoom.
Fires when a deal, case or record moves to a new stage in AgencyZoom.
Fires when a deal is marked won in AgencyZoom.
Creates or updates a contact in AgencyZoom.
Creates a new deal in AgencyZoom.
Moves a deal or record to a new stage in AgencyZoom.
Logs a call, email, or note against a record in AgencyZoom.
Cognito Forms Explore Cognito Forms →
TriggersFires when a form is submitted in Cognito Forms.
Fires when a respondent finishes a survey in Cognito Forms.
Fires when an existing response is edited in Cognito Forms.
Creates or updates a form or survey in Cognito Forms.
Looks up a specific form response in Cognito Forms.
Adds a respondent or contact to a form in Cognito Forms.
More AgencyZoom + Cognito Forms workflows
Convert form responses into CRM contacts
When a prospect submits a new form response in Cognito Forms, automatically create or update their contact profile in AgencyZoom.
See details
Send customer feedback surveys on closed deals
When a deal is marked won in AgencyZoom, automatically add the customer as a respondent in Cognito Forms to gather post-sale feedback.
See details
See all AgencyZoom + Cognito Forms integrations → · Browse the full workflow library →
Common questions
Can Knit build “Log survey feedback directly to CRM activity logs” between AgencyZoom and Cognito Forms?
Yes — describe it in the box above and Knit's Integrations Agent researches AgencyZoom and Cognito Forms's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can form submissions automatically create deals in AgencyZoom?
Yes, inbound responses from Cognito Forms can instantly generate new lead records or deals in AgencyZoom without manual data entry.
Can I send survey invitations based on deal updates in AgencyZoom?
Yes, when a deal is won or updated in AgencyZoom, you can automatically add the contact as a respondent in Cognito Forms to collect feedback.