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- 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
Create a task in Agencyzoom.
Search for Lead by id, email, phone, or name.