ActiveCampaign + AgencyZoom
Create or update ActiveCampaign contacts when new AgencyZoom leads are added
Effortlessly keep your ActiveCampaign contacts up-to-date with this handy automation. Whenever a new lead is created in AgencyZoom, their information will be used to create or update the corresponding contact in ActiveCampaign. This ensures your marketing campaigns reach the right people, helping you maintain accurate contact information while saving time on manual data entry.
Effortlessly keep your ActiveCampaign contacts up-to-date with this handy automation. Whenever a new lead is created in AgencyZoom, their information will be used to create or update the corresponding contact in ActiveCampaign. This ensures your marketing campaigns reach the right people, helping you maintain accurate contact information while saving time on manual data entry.
- When this happens...Lead Created
Triggers when a new Lead is added.
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
- Free forever for core features
- 14 day trial for premium features & apps
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
