AgencyZoom + ClickFunnels

Create personal leads in AgencyZoom from new identified contacts in ClickFunnels

Strengthen your lead management by connecting Contact Identified (ClickFunnels) and Create Personal Lead (AgencyZoom). This workflow identifies a new contact in ClickFunnels and creates a personal lead in AgencyZoom instantly, ensuring you always stay on top of new leads. Enhance your business efficiency by making sure not a single valuable prospect is missed.

When this happens...
Contact IdentifiedTriggers when a new Contact is identified by email address or phone number.
TriggerInstant
automatically do this!
Create Personal LeadTriggers when a new Lead is added.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with ClickFunnels and AgencyZoom

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

Scheduled Appointment Event Created
Triggers when a scheduled appointment event is created.
Trigger
Instant
Try It
- Alert
- Course
  Required
Trigger
Instant
Try It
- Funnel
- Page
Trigger
Instant
Try It
- Funnel
- Page
Trigger
Instant
Try It
- Funnel
- Page
Trigger
Instant
Try It

- Pipeline
  Required
- Stage
  Required
- Email Address
  Required
- Opportunity Name
  Required
- Value
- Close Date
Action
Write
- Email Address
- Contact ID
- Tag
  Required
Action
Write

- Search Type
- Search Value
Action
Search
Lead Stage Change
Triggers when the stage of a Lead changes.
Trigger
Instant
Try It
New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
Try It
Service Request Status Change
Triggers when the status of a Service Request changes.
Trigger
Instant
Try It
- 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

- Alert
- Course
  Required
Trigger
Instant
Try It
- Funnel
- Page
Trigger
Instant
Try It
- Alert
- Course
  Required
Trigger
Instant
Try It
Opportunity Moved Stages
Triggers when an Opportunity moves from one stage to another.
Trigger
Instant
Try It
- Email Address
- Contact ID
- Existing Tag
- Dynamic Tag Name
Action
Write
- Email Address
- Contact ID
- Course
  Required
Action
Write
- Email Address
  Required
- First Name
- Last Name
- Phone Number
- Time Zone
- Facebook URL
- Instagram URL
- Twitter/X URL
- LinkedIn URL
- Website URL
- Custom Attributes
Action
Write
Lead Created
Triggers when a new Lead is added.
Trigger
Instant
Try It
Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
Try It
Service Request Created
Triggers when a new Service Request is created.
Trigger
Instant
Try It
- 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.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About ClickFunnels

ClickFunnels gives you everything you need to market, sell, and deliver your products online.

Learn moreLearn moreHelpHelp

Related categories

Website & App Building

Related Zap Templates

Create new business leads in AgencyZoom when contacts are identified in ClickFunnels

Related Zap Templates

Create new business leads in AgencyZoom when contacts are identified in ClickFunnels