AgencyZoom + Amazon Alexa

Update AgencyZoom leads when new Amazon Alexa trigger phrases are spoken

Effortlessly update leads in AgencyZoom as soon as you speak the trigger phrase to your Amazon Alexa. This streamlined process saves time and ensures that your lead information stays up to date, allowing you to focus on nurturing relationships with clients. Enjoy seamless lead management with this intuitive, voice-activated workflow.

When this happens...
Trigger Phrase Spoken
Triggers when you ask Alexa to trigger a zap with your trigger phrase. Requires the Zapier skill on an Alexa enabled device.
TriggerInstant
automatically do this!
Update Lead
Update a lead in Agencyzoom.
ActionWrite

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Supported triggers and actions

- Example
- Trigger Phrase(s)Required
- Additional Prompt Question
Trigger
Instant
Try It
Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
Try It
- TitleRequired
- Lead contact emailRequired
- Activity noteRequired
Action
Write
- NameRequired
Action
Write
- Customer NameRequired
- Customer Email AddressRequired
- Policy Number
- SummeryRequired
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- Customer Service Representative
- CSR Assignment Group
- Due after daysRequired
- Tag
- DescriptionRequired
Action
Write

- Field to Search ByRequired
- Create Agencyzoom lead if it doesn't exist yet?Required
Action
Search

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
Try It
- Business NameRequired
- Contact Name
Action
Write
- LeadRequired
Action
Write
- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
Action
Write