ActiveCampaign + AgencyZoom

Create or update ActiveCampaign contacts when new policies are sold in AgencyZoom

Effortlessly manage your sales leads with this AgencyZoom and ActiveCampaign workflow. Whenever a new policy is sold in AgencyZoom, this automation creates or updates the contact in ActiveCampaign, ensuring you have accurate and up-to-date information for your customers. Save time and streamline your lead management process with this seamless integration.

When this happens...
New Policy Sold
Triggers when a new policy is sold.
TriggerInstant
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Create or Update Contact
Creates a new contact, or updates an existing contact.
ActionWrite

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Supported triggers and actions

Lead Created
Triggers when a new Lead is added.
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New Policy Sold
Triggers when a new policy is sold.
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Instant
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Service Request Status Change
Triggers when the status of a Service Request changes.
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Instant
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- Business NameRequired
- Contact Name
Action
Write
- LeadRequired
Action
Write

- Service RequestRequired
- SummaryRequired
- Description
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- csrRequired
- Due Date
- Other Producers
- Tags
Action
Write
- Field to Search ByRequired
- Create Agencyzoom lead if it doesn't exist yet?Required
Action
Search

- Custom ObjectRequired
- Trigger EventsRequired
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- Task Type (Optional)
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Contact Joined Inbound WhatsApp Messaging Flow
Triggers when a contact sends a message that starts an inbound WhatsApp messaging flow.
Trigger
Instant
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New Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Trigger
Instant
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- ListRequired
Trigger
Instant
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- ListRequired
Trigger
Instant
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- List (Deprecated)
Trigger
Instant
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New Deal Note
Triggers when a new deal note is created.
Trigger
Instant
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New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Trigger
Instant
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- ListRequired
- Importer Note
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Instant
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- List
- Skip Unsubscribe Events
- Importer Note
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Instant
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- NameRequired
- Website
- Owner
Action
Write
- Account ID
- NameRequired
- Update OnlyRequired
- Account Owner
- Website
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account
- Contact Email Address
Action
Write
- AutomationRequired
- Automation RunRequired
- Contact IDRequired
Action
Write
- Contact IDRequired
- Account IDRequired
- Job Title
Action
Write
- Contact ID
- Contact Email
- ActionRequired
- Existing Tags
- Tags
Action
Write
- Custom ObjectRequired
- Record ID
- External ID
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account ID
- Contact ID
- Description
Action
Write
- Task ID
- Title
- Deal IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- WhatsApp Phone NumberRequired
- Flow to startRequired
- First Name
- Last Name
- Email
- External URL
- Custom properties
Action
Write
- Event KeyRequired
- Event Account IDRequired
- Event NameRequired
- Event Value
- Contact Email Address
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ID
- Email Address
- Phone Number
Action
Search
- Deal Title
- Contact Email
Action
Search
- Deal Task TitleRequired
- Deal ID
Action
Search
- Template Name
Action
Search

Lead Status Change
Triggers when the status of a Lead changes.
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Instant
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Service Request Created
Triggers when a new Service Request is created.
Trigger
Instant
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- TitleRequired
- Lead contact emailRequired
- Activity noteRequired
Action
Write
- NameRequired
Action
Write
- Customer NameRequired
- Customer Email AddressRequired
- Policy Number
- SummeryRequired
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- Customer Service Representative
- CSR Assignment Group
- Due after daysRequired
- Tag
- DescriptionRequired
Action
Write
- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
Action
Write
- Customer Name
- Pipeline
- Stage
- Created Date Start
- Created Date End
Action
Search
- Custom ObjectRequired
Trigger
Instant
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Contact Completed WhatsApp Messaging Flow
Triggers when a contact completes a WhatsApp messaging flow.
Trigger
Instant
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New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Trigger
Instant
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- ListRequired
Trigger
Instant
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- ListRequired
Trigger
Instant
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- ListRequired
Trigger
Instant
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- Task type
Trigger
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New Deal Task
Triggers when a new deal task is created.
Trigger
Instant
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- Importer Note
Trigger
Instant
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- ListRequired
Trigger
Instant
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- EventRequired
- Tag
Trigger
Instant
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- Account IDRequired
- Name
- Website
Action
Write
- List
- ID
- Email Address
- First Name
- Last Name
- Full Name
- Phone Number
- Tags
- Organization Name
- Job Title
Action
Write
- AutomationRequired
- Subscriber EmailRequired
Action
Write
- Email MessageRequired
- ListRequired
- Campaign NameRequired
Action
Write
- Contact IDRequired
- List IDRequired
- NoteRequired
Action
Write
- Task ID
- Title
- Contact IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- Contact IDRequired
- Deal IDRequired
- Role
Action
Write
- DealRequired
- NoteRequired
Action
Write
- DealRequired
- Title
- Value
- Currency
- Owner
- Pipeline
- Stage
- Account ID
- Contact ID
- Status
- Description
Action
Write
- ActionRequired
- List IDRequired
- Contact ID
- Email Address
Action
Write
- WhatsApp Phone NumberRequired
- WhatsApp Template to sendRequired
Action
Write
- NameRequired
Action
Search
- Contact Task TitleRequired
- Contact ID
Action
Search
- Title
- Contact Email
Action
Search
- EmailRequired
Action
Search

About ActiveCampaign

ActiveCampaign is an autonomous marketing platform built to transform how marketers, agencies, and business owners work.

Learn more

Related categories

Marketing Automation

Similar apps

About AgencyZoom

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Manage new or updated tags on ActiveCampaign contacts by creating personal leads in AgencyZoom

ActiveCampaign + AgencyZoom

Create or update ActiveCampaign contacts when new policies are sold in AgencyZoom

Lead Created

New Policy Sold

Service Request Status Change

Create Business Lead

Update Lead

Update Service Request

Find a Lead

New or Updated Custom Object Record

Deal Task Completed

Contact Joined Inbound WhatsApp Messaging Flow

New Automation Webhook

New Campaign Link Click

New Campaign Starts Sending

New Contact Note

New Deal Note

New Deal Added or Updated

Contact Added to List

New or Updated Contact

Create Account

Create or Update Account

Create Deal (Deprecated)

Remove Contact From Automation

Add Contact to Account

Add/Remove Tag From Contact

Create or Update a Custom Object Record

Create Deal

Create or Update Deal Task

Start a WhatsApp Messaging Flow for a Phone Number

Create Tracked Event

API Request (Beta)

Find Contact

Find Deal

Find Deal Task

WhatsApp Template

Lead Status Change

Service Request Created

Create a Note

Create Personal Lead

Create Service Request

Create Task

Find Service Request

Custom Object Record Deleted

Contact Completed WhatsApp Messaging Flow

New or Updated Account

New Campaign Bounce

New Campaign Open

New Campaign Unsubscribe

New Contact Task

New Deal Task

New Contact

Updated Contact

Tag Added or Removed From Contact

Update Account

Create or Update Contact

Add Existing Contact to Automation

Create Campaign

Add Contact Note

Create or Update Contact Task

Add Secondary Contact to Deal

Add Note to Deal

Update Deal

Subscribe or Unsubscribe Contact From List

Send a WhatsApp Template

Find Account

Find Contact Task

Find Deal Owner

Find User

About ActiveCampaign

Related categories

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HubSpot

Constant Contact

About AgencyZoom

Related categories

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Zapier Forms

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