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.
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.
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
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Lead Created
Triggers when a new Lead is added.
Try ItNew Policy Sold
Triggers when a new policy is sold.
Try ItBusiness NameRequired
Contact Name
LeadRequired
Lead Status Change
Triggers when the status of a Lead changes.
Try ItTitleRequired
Lead contact emailRequired
Activity noteRequired
NameRequired
Customer NameRequired
Customer Email AddressRequired
Policy Number
SummeryRequired
CategoryRequired
PriorityRequired
PipelineRequired
StageRequired
Customer Service Representative
CSR Assignment Group
Due after daysRequired
Tag
DescriptionRequired
