AgencyZoom + Alive5

AgencyZoom + Alive5 integrations

Send sms in Alive5 when new leads are created in AgencyZoom

Easily keep up with your new leads inside AgencyZoom by setting up this workflow. When a fresh lead is created within AgencyZoom, an SMS will be promptly dispatched through Alive5, ensuring immediate communication. This efficient automation reduces manual tasks and ensures no lead is ever missed out.

When this happens...
Lead CreatedTriggers when a new Lead is added.
TriggerInstant
automatically do this!
Send SMSCreates a Ticket when Sends an SMS.
ActionWrite

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More things you can do with AgencyZoom and Alive5

Discover other triggers and actions you can use with AgencyZoom and Alive5

Lead Created
Triggers when a new Lead is added.
Trigger
Instant
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New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
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Service Request Status Change
Triggers when the status of a Service Request changes.
Trigger
Instant
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- Business Name
  Required
- Contact Name
Action
Write
- Lead
  Required
Action
Write

- Service Request
  Required
- Summary
  Required
- Description
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- csr
  Required
- Due Date
- Other Producers
- Tags
Action
Write
- Field to Search By
  Required
- Create Agencyzoom lead if it doesn't exist yet?
  Required
Action
Search

- Channel
  Required
Trigger
Instant
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Contact Created
Trigger when contact created
Trigger
Instant
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- Channel
  Required
Trigger
Instant
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- Alive5 Channel Number
  Required
- Phone Number From
  Required
- Message
  Required
Action
Write

Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
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Service Request Created
Triggers when a new Service Request is created.
Trigger
Instant
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- Title
  Required
- Lead contact email
  Required
- Activity note
  Required
Action
Write
- Name
  Required
Action
Write
- Customer Name
  Required
- Customer Email Address
  Required
- Policy Number
- Summery
  Required
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- Customer Service Representative
- CSR Assignment Group
- Due after days
  Required
- Tag
- Description
  Required
Action
Write
- Title
  Required
- Assigned To
  Required
- Contact (lead or customer) email
  Required
- Type
  Required
- Comments
- Task Date (and time)
  Required
Action
Write
- Customer Name
- Pipeline
- Stage
- Created Date Start
- Created Date End
Action
Search
- Channel
  Required
Trigger
Instant
Try It
Get Tags
Triggered when tags in a account are fetched
Trigger
Polling
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- From
  Required
- To
  Required
- message
  Required
- Channel ID
  Required
- User ID
  Required
Action
Write
- First Name
- Last Name
- Mobile Number
- Email
Action
Write

About AgencyZoom

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

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Related categories

CRM (Customer Relationship Management)

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Alive5

Alive5 is a lead generation tool that engages people on your website, phone line, and real-world marketing materials to help generate more business opportunities.

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Related categories

Customer Support