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AgencyZoom + RingCentral

Update leads in AgencyZoom when new calls end in RingCentral

Set up this Zap to automatically change the lead owner in AgencyZoom to match the agent who answered the call as soon as a new call ends in RingCentral. Keep your lead details up to date without the need for manual updates.

Set up this Zap to automatically change the lead owner in AgencyZoom to match the agent who answered the call as soon as a new call ends in RingCentral. Keep your lead details up to date without the need for manual updates.

  1. When this happens...
    RingCentralRingCentral
    Call Ended

    Triggers when a call has been ended.

    TriggerScheduled
  2. automatically do this...
    AgencyZoomAgencyZoom
    Find a Lead

    Search for Lead by id, email, phone, or name.

    ActionSearch
  3. then do this!
    AgencyZoomAgencyZoom
    Update Lead

    Update a lead in Agencyzoom.

    ActionWrite
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Supported triggers and actions

What does this mean?
agencyzoom-ca67272 logo
agencyzoom-ca67272 logo

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
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Related categories

  • CRM (Customer Relationship Management)

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ringcentral logo
ringcentral logo

About RingCentral

RingCentral provides cloud-based communication system to modern businesses of all sizes. The system enables companies with voice, SMS, video, Fax, and team collaboration services on all major desktop and mobile platforms. All devices, services, and users can be managed through our PBX and administrative capability designed for Enterprise IT.

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