AgencyZoom + ClickFunnels

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

Easily transform new ClickFunnels contacts into business leads on AgencyZoom with this efficient workflow. As soon as a contact is identified in ClickFunnels, a business lead is created in AgencyZoom immediately. Make your sales process seamless and save time by eliminating the need for manual data entry. Enhance your customer acquisition strategy with this smooth and intuitive process.

When this happens...
Contact IdentifiedTriggers when a new Contact is identified by email address or phone number.
TriggerInstant
automatically do this!
Create Business LeadCreate a business lead in Agencyzoom.
ActionWrite

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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
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- Alert
- Course
  Required
Trigger
Instant
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- Funnel
- Page
Trigger
Instant
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- Funnel
- Page
Trigger
Instant
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- Funnel
- Page
Trigger
Instant
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- 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
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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

- Alert
- Course
  Required
Trigger
Instant
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- Funnel
- Page
Trigger
Instant
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- Alert
- Course
  Required
Trigger
Instant
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Opportunity Moved Stages
Triggers when an Opportunity moves from one stage to another.
Trigger
Instant
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- 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
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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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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 personal leads in AgencyZoom from new identified contacts in ClickFunnels

Related Zap Templates

Create personal leads in AgencyZoom from new identified contacts in ClickFunnels