AgencyZoom + BombBomb.com

AgencyZoom + BombBomb.com integrations

Create AgencyZoom notes for every new BombBomb.com email sent

Stay organzied with your correspondence when utilizing BombBomb.com and AgencyZoom. This workflow springs into action when an email is sent via BombBomb.com, conveniently creating a note in AgencyZoom. This seamless interaction ensures no communication detail is lost, thus enhancing your productivity and customer management. This update occurs in real-time, lending to efficient operations within your team.

When this happens...
New Email SentEmail sent to user.
TriggerInstant
automatically do this!
Create a NoteCreate a note for a lead or a customer.
ActionWrite

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More things you can do with BombBomb.com and AgencyZoom

Discover other triggers and actions you can use with BombBomb.com and AgencyZoom

New Abuse Report
A contact has marked your email as spam.
Trigger
Instant
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New Contact Suppressed
A contact has opted out of being emailed.
Trigger
Instant
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New Drip Canceled Event
Event fired when a user is removed from a Drip.
Trigger
Instant
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New Email Sent
Email sent to user.
Trigger
Instant
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- Drip
  Required
- Email Address
  Required
Action
Write

- List Title
  Required
- Email Address
  Required
Action
Write
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

New Contact Added
A new contact was added to your BombBomb account.
Trigger
Instant
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New Contact Unsuppressed
This contact has opted back in or been removed from a suppression list.
Trigger
Instant
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New Drip Started
Fires when a user is added to a drip campaign.
Trigger
Instant
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New Completed Form
This trigger will execute when one of your BombBomb forms is filled out.
Trigger
Instant
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- Email Address
  Required
- First Name
- Last Name
- Phone Number
- Address
- City
- State
- Zip Code
- Country
- Company
- Position
Action
Write
- Email Title
  Required
- Email Address
  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

About AgencyZoom

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

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CRM (Customer Relationship Management)

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About BombBomb.com

Integrate with the BombBomb email marketing service.

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Related categories

Drip Emails

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