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ActiveCampaign + AgencyZoom

Create personal leads in AgencyZoom for new contacts added to lists in ActiveCampaign

Effortlessly manage your leads by connecting ActiveCampaign and AgencyZoom. With this workflow, whenever a new contact is added to a list in ActiveCampaign, a personal lead will be created in AgencyZoom, keeping your sales pipeline organized and up-to-date. Spend less time updating your CRM and focus on nurturing relationships with your potential clients.

Effortlessly manage your leads by connecting ActiveCampaign and AgencyZoom. With this workflow, whenever a new contact is added to a list in ActiveCampaign, a personal lead will be created in AgencyZoom, keeping your sales pipeline organized and up-to-date. Spend less time updating your CRM and focus on nurturing relationships with your potential clients.

  1. When this happens...
    ActiveCampaignActiveCampaign
    New Contact Added to List

    Triggers when a new contact is added to a list.

    TriggerInstant
  2. automatically do this!
    AgencyZoomAgencyZoom
    Create Personal Lead

    Triggers when a new Lead is added.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Custom ObjectRequired

    • Trigger EventsRequired

    Trigger
    Instant
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    • Task Type (Optional)

    Trigger
    Instant
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  • ActiveCampaign triggers, actions, and search

    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
    Try It
    • Custom ObjectRequired

    Trigger
    Instant
    Try It
  • ActiveCampaign triggers, actions, and search

    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
    Try It
activecampaign logo
activecampaign logo

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
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Related categories

  • Marketing Automation

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agencyzoom-ca67272 logo

About AgencyZoom

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

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