AgencyZoom + Cyfe

AgencyZoom + Cyfe integrations

Push new AgencyZoom policies to Cyfe as values

Boost your AgencyZoom efficiency with this streamlined automation. When a new policy is sold, it triggers a value push in Cyfe, keeping your data updated in real time. This efficient process saves time, reduces manual data entry, and ensures accuracy across both platforms. Take advantage of this workflow and focus on what matters most - selling more policies!

When this happens...
New Policy SoldTriggers when a new policy is sold.
TriggerInstant
automatically do this!
Push ValuePushes new value to Cyfe Push API widget.
ActionWrite

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More things you can do with AgencyZoom and Cyfe

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

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
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

- Push API Endpoint
  Required
- Metric Name
  Required
- Metric Value
  Required
- Metric Color
- Value Type
- Value Connotation
Action
Write

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.

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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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About Cyfe

Cyfe is an all-in-one business dashboard app that helps you easily monitor all your business data from one place (e.g. social media, analytics, marketing, sales, support, infrastructure, etc).

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Related categories

Dashboards