AgencyZoom + Capsule CRM
Create personal leads in AgencyZoom for new or updated contacts in Capsule CRM
Effortlessly manage your leads with this workflow that connects Capsule CRM and AgencyZoom. Whenever a new or updated contact is detected in Capsule CRM, a personal lead will be created in AgencyZoom. This process simplifies lead management and helps ensure you stay on top of potential business opportunities.
Effortlessly manage your leads with this workflow that connects Capsule CRM and AgencyZoom. Whenever a new or updated contact is detected in Capsule CRM, a personal lead will be created in AgencyZoom. This process simplifies lead management and helps ensure you stay on top of potential business opportunities.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Personal Lead
Triggers when a new Lead is added.
- Free forever for core features
- 14 day trial for premium features & apps
About AgencyZoom
AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
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About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
