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AgencyBloc Integrations

Sales & CRM

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Integrate RingCentral with AgencyBloc

RingCentral

Phone & SMS
Integrate Filter by Zapier with AgencyBloc

Filter by Zapier

Developer Tools, Zapier
Integrate Google Sheets with AgencyBloc

Google Sheets

Google, Spreadsheets
Integrate Webhooks by Zapier with AgencyBloc

Webhooks by Zapier

Developer Tools, Zapier
Integrate Paths by Zapier with AgencyBloc

Paths by Zapier

Developer Tools, Zapier
Integrate Calendly with AgencyBloc

Calendly

Scheduling & Booking
Integrate Formatter by Zapier with AgencyBloc

Formatter by Zapier

Documents, Zapier
Integrate Jotform with AgencyBloc

Jotform

Forms & Surveys
Integrate Facebook Lead Ads with AgencyBloc

Facebook Lead Ads

Ads & Conversion
Integrate RingCentral with AgencyBloc

RingCentral

Phone & SMS
Integrate Filter by Zapier with AgencyBloc

Filter by Zapier

Developer Tools, Zapier
Integrate Google Sheets with AgencyBloc

Google Sheets

Google, Spreadsheets
Integrate Webhooks by Zapier with AgencyBloc

Webhooks by Zapier

Developer Tools, Zapier
Integrate Paths by Zapier with AgencyBloc

Paths by Zapier

Developer Tools, Zapier
Integrate Calendly with AgencyBloc

Calendly

Scheduling & Booking
Integrate RingCentral with AgencyBloc

RingCentral

Phone & SMS
Integrate Filter by Zapier with AgencyBloc

Filter by Zapier

Developer Tools, Zapier
Integrate Google Sheets with AgencyBloc

Google Sheets

Google, Spreadsheets

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Popular ways to use AgencyBloc workflows

  • Add new leads from Facebook Lead Ads to AgencyBloc

    Premium
    • Facebook Lead Ads logo
    • AgencyBloc logo
    Facebook Lead Ads + AgencyBloc
    More details
    1. When this happens

      Step 1: New Lead

    2. Then do this

      Step 2: Create Individual

    Add new leads from Facebook Lead Ads to AgencyBloc

    Premium
    Add new leads from Facebook Lead Ads to AgencyBloc
    • Facebook Lead Ads logo
    • AgencyBloc logo
    Facebook Lead Ads + AgencyBloc
  • Create individuals in AgencyBloc from new LinkedIn Lead Gen Forms responses

    Premium
    • LinkedIn Lead Gen Forms logo
    • AgencyBloc logo
    LinkedIn Lead Gen Forms + AgencyBloc
    More details
    1. When this happens

      Step 1: New Lead Gen Form Response

    2. Then do this

      Step 2: Create Individual

  • Send Handwrytten cards for new AgencyBloc activities

    • AgencyBloc logo
    • Handwrytten logo
    AgencyBloc + Filter by Zapier + Handwrytten
    More details
    1. When this happens

      Step 1: Activity Created

    2. Then do this

      Step 2: Only continue if...

    3. Then do this

      Step 3: Get Individual by ID

    4. Then do this

      Step 4: Send Card

  • Add new AgencyBloc individuals as ClickSend SMS contacts

    • AgencyBloc logo
    • ClickSend SMS logo
    AgencyBloc + ClickSend SMS
    More details
    1. When this happens

      Step 1: Individual Created

    2. Then do this

      Step 2: Create Contact

  • Create AgencyBloc activities for new Calendly invitees

    • Calendly logo
    • AgencyBloc logo
    • AgencyBloc logo
    Calendly + AgencyBloc
    More details
    1. When this happens

      Step 1: Invitee Created

    2. Then do this

      Step 2: Get Individual by Email and Name

    3. Then do this

      Step 3: Create Activity

  • Create activities in AgencyBloc when new Outbound RingCentral calls end

    • RingCentral logo
    • AgencyBloc logo
    • AgencyBloc logo
    RingCentral + AgencyBloc
    More details
    1. When this happens

      Step 1: Call Ended

    2. Then do this

      Step 2: Get Individual by Phone Number and Name

    3. Then do this

      Step 3: Create Activity

  • Add new AgencyBloc individuals as Google Contacts

    • AgencyBloc logo
    • Google Contacts logo
    AgencyBloc + Google Contacts
    More details
    1. When this happens

      Step 1: Individual Created

    2. Then do this

      Step 2: Create Contact

  • Update Google Contacts when new individuals are updated in AgencyBloc

    • AgencyBloc logo
    • Google Contacts logo
    • Google Contacts logo
    AgencyBloc + Google Contacts
    More details
    1. When this happens

      Step 1: Individual Updated

    2. Then do this

      Step 2: Find Contact

    3. Then do this

      Step 3: Update Contact

Supported triggers and actions

What does this mean?
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agencybloc logo

About AgencyBloc

AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.
Learn more

Related categories

  • Sales & CRM

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