Popular ways to use AgencyZoom workflows

• Create personal leads in AgencyZoom for new form submissions on Gravity Forms

  

  by Zapier

  Zapier

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  • 
  • 

  Gravity Forms, AgencyZoom

  Gravity Forms + AgencyZoom

  More details

  1. 

     When this happens

     Step 1: Form Submission

  2. 

     Then do this

     Step 2: Create Personal Lead

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  Create personal leads in AgencyZoom for new form submissions on Gravity Forms

  

  by Zapier

  Zapier

  Create personal leads in AgencyZoom for new form submissions on Gravity Forms

  Try it

  • 
  • 

  Gravity Forms, AgencyZoom

  Gravity Forms + AgencyZoom

• Send Thanks.io postcards for newly sold AgencyZoom policies

  

  by Zapier

  Zapier

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  • 
  • 

  AgencyZoom, thanks.io

  AgencyZoom + thanks.io

  More details

  1. 

     When this happens

     Step 1: New Policy Sold

  2. 

     Then do this

     Step 2: Send Postcard

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  Send Thanks.io postcards for newly sold AgencyZoom policies

  

  by Zapier

  Zapier

  Send Thanks.io postcards for newly sold AgencyZoom policies

  Try it

  • 
  • 

  AgencyZoom, thanks.io

  AgencyZoom + thanks.io

• Create personal leads in AgencyZoom for new Jotform submissions

  

  by Zapier

  Zapier

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  Jotform, AgencyZoom

  Jotform + AgencyZoom

  More details

  1. 

     When this happens

     Step 1: New Submission

  2. 

     Then do this

     Step 2: Create Personal Lead

  See Zap detailsTry it

  Create personal leads in AgencyZoom for new Jotform submissions

  

  by Zapier

  Zapier

  Create personal leads in AgencyZoom for new Jotform submissions

  Try it

  • 
  • 

  Jotform, AgencyZoom

  Jotform + AgencyZoom

• Send Slack messages when a new policy is sold in AgencyZoom

  

  by Zapier

  Zapier

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  • 
  • 

  AgencyZoom, Slack

  AgencyZoom + Slack

  More details

  1. 

     When this happens

     Step 1: New Policy Sold

  2. 

     Then do this

     Step 2: Send Channel Message

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  Send Slack messages when a new policy is sold in AgencyZoom

  

  by Zapier

  Zapier

  Send Slack messages when a new policy is sold in AgencyZoom

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  • 
  • 

  AgencyZoom, Slack

  AgencyZoom + Slack

• Send postcards from thanks.io for new AgencyZoom policies sold

  

  by Zapier

  Zapier

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  • 
  • 

  AgencyZoom, thanks.io

  AgencyZoom + thanks.io

  More details

  1. 

     When this happens

     Step 1: New Policy Sold

  2. 

     Then do this

     Step 2: Send Postcard

  See Zap detailsTry it

  Send postcards from thanks.io for new AgencyZoom policies sold

  

  by Zapier

  Zapier

  Send postcards from thanks.io for new AgencyZoom policies sold

  Try it

  • 
  • 

  AgencyZoom, thanks.io

  AgencyZoom + thanks.io

• Create leads in AgencyZoom for new SurveyGizmo responses

  

  by Zapier

  Zapier

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  • 
  • 

  Alchemer, AgencyZoom

  Alchemer + AgencyZoom

  More details

  1. 

     When this happens

     Step 1: New Survey Response

  2. 

     Then do this

     Step 2: Create Personal Lead

  See Zap detailsTry it

  Create leads in AgencyZoom for new SurveyGizmo responses

  

  by Zapier

  Zapier

  Create leads in AgencyZoom for new SurveyGizmo responses

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  • 
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  Alchemer, AgencyZoom

  Alchemer + AgencyZoom

• Create personal leads in AgencyZoom for new EZLynx applicants

  

  by Zapier

  Zapier

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  • 
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  EZLynx, AgencyZoom

  EZLynx + AgencyZoom

  More details

  1. 

     When this happens

     Step 1: New Applicant

  2. 

     Then do this

     Step 2: Create Personal Lead

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  Create personal leads in AgencyZoom for new EZLynx applicants

  

  by Zapier

  Zapier

  Create personal leads in AgencyZoom for new EZLynx applicants

  Try it

  • 
  • 

  EZLynx, AgencyZoom

  EZLynx + AgencyZoom

• Create personal applicants in EZLynx for new personal leads in AgencyZoom

  

  by Zapier

  Zapier

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  • 
  • 
  • 

  AgencyZoom, Filter by Zapier, EZLynx

  AgencyZoom + Filter by Zapier + EZLynx

  More details

  1. 

     When this happens

     Step 1: Lead Created

  2. 

     Then do this

     Step 2: Only continue if...

  3. 

     Then do this

     Step 3: Create Personal Applicant With Opportunity

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  Create personal applicants in EZLynx for new personal leads in AgencyZoom

  

  by Zapier

  Zapier

  Create personal applicants in EZLynx for new personal leads in AgencyZoom

  Try it

  • 
  • 
  • 

  AgencyZoom, Filter by Zapier, EZLynx

  AgencyZoom + Filter by Zapier + EZLynx

• 

  Lead Created

  Triggers when a new Lead is added.

  Trigger

  Instant
• 

  Lead Status Change

  Triggers when the status of a Lead changes.

  Trigger

  Instant
• 

  New Policy Sold

  Triggers when a new policy is sold.

  Trigger

  Instant
• 

  Create a Note

  Create a note for a lead or a customer.

  Action

  Write
• 

  Create Business Lead

  Create a business lead in Agencyzoom.

  Action

  Write
• 

  Create Personal Lead

  Create a personal lines lead in Agencyzoom.

  Action

  Write
• 

  Update Lead

  Update a lead in Agencyzoom.

  Action

  Write
• 

  Create Service Request

  Create a service request in Agencyzoom.

  Action

  Write
• AgencyZoom

  Create a task in Agencyzoom.

  Scheduled

  Action

• AgencyZoom

  Search for Lead by id, email, phone, or name.

  Scheduled

  Action