AgencyZoom Integrations
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Popular ways to use AgencyZoom workflows
- Create personal leads in AgencyZoom for new form submissions on Gravity Forms
Create personal leads in AgencyZoom for new form submissions on Gravity Forms
- Send Thanks.io postcards for newly sold AgencyZoom policies
Send Thanks.io postcards for newly sold AgencyZoom policies
- Create personal leads in AgencyZoom for new Jotform submissions
Create personal leads in AgencyZoom for new Jotform submissions
- Send Slack messages when a new policy is sold in AgencyZoom
Send Slack messages when a new policy is sold in AgencyZoom
- Send postcards from thanks.io for new AgencyZoom policies sold
Send postcards from thanks.io for new AgencyZoom policies sold
- Create leads in AgencyZoom for new SurveyGizmo responses
Create leads in AgencyZoom for new SurveyGizmo responses
- Create personal leads in AgencyZoom for new EZLynx applicants
Create personal leads in AgencyZoom for new EZLynx applicants
- Create personal applicants in EZLynx for new personal leads in AgencyZoom
Create personal applicants in EZLynx for new personal leads in AgencyZoom
- Lead CreatedTriggers when a new Lead is added.Trigger
- Lead Status ChangeTriggers when the status of a Lead changes.Trigger
- New Policy SoldTriggers when a new policy is sold.Trigger
- Create a NoteCreate a note for a lead or a customer.Action
- Create Business LeadCreate a business lead in Agencyzoom.Action
- Create Personal LeadCreate a personal lines lead in Agencyzoom.Action
- Update LeadUpdate a lead in Agencyzoom.Action
- Create Service RequestCreate a service request in Agencyzoom.Action
- AgencyZoom
Create a task in Agencyzoom.
Scheduled
Action
- AgencyZoom
Search for Lead by id, email, phone, or name.
Scheduled
Action
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