Connect DONNA and AgencyZoom to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Set up your first integration

Quickly connect DONNA to AgencyZoom with a Zapier template.

Our most popular template

Create business leads in Agency Zoom from new records in insights in DONNA
Details
Try it
DONNA + AgencyZoom
Create service requests in AgencyZoom from new records in insights in DONNA
Details
Try it
DONNA + AgencyZoom
Create personal leads in AgencyZoom for new rolling 30 Day insights for auto cross sales in DONNA
Details
Try it
DONNA + AgencyZoom
Create personal leads in AgencyZoom from new records in DONNA insights
Details
Try it
DONNA + AgencyZoom
Create tasks in AgencyZoom from new records in DONNA insights
Details
Try it
DONNA + AgencyZoom

Create business leads in Agency Zoom from new records in insights in DONNA

Details

Try it

DONNA + AgencyZoom

Create service requests in AgencyZoom from new records in insights in DONNA

Details

Try it

DONNA + AgencyZoom

Create personal leads in AgencyZoom for new rolling 30 Day insights for auto cross sales in DONNA

Details

Try it

DONNA + AgencyZoom

Create personal leads in AgencyZoom from new records in DONNA insights

Details

Try it

DONNA + AgencyZoom

Create tasks in AgencyZoom from new records in DONNA insights

Details

Try it

DONNA + AgencyZoom

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate DONNA with AgencyZoom - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Record in Insight" from DONNA.

Add your action

An action happens after the trigger—such as "Create a Note" in AgencyZoom.

You’re connected!

Zapier seamlessly connects DONNA and AgencyZoom, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Insight name
- Donna Channel Name
  Required
Trigger
Instant
Try It
New Rolling 30 Day Insight for Auto Cross Sell
New Record in Insight defined for Auto Cross Sell for Home Insurance Account
Trigger
Instant
Try It
New Rolling 30 Day Insight for Home Cross Sell
New Record in Insight defined for Home Cross Sell for Auto Insurance Account.
Trigger
Instant
Try It
Lead Status Change
Triggers when the status of a Lead changes.
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

- Field to Search By
  Required
- Create Agencyzoom lead if it doesn't exist yet?
  Required
Action
Search

New Campaign Insight for Auto Cross Sell
New Record in Insight defined for Auto Cross Sell for Home Insurance Account.
Trigger
Instant
Try It
New Campaign Insight for Home Cross Sell
New Record in Insight defined for Home Cross Sell for Auto Insurance Account
Trigger
Instant
Try It
Lead Created
Triggers when a new Lead is added.
Trigger
Instant
Try It
New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
Try It
- Business Name
  Required
- Contact Name
Action
Write
- Lead
  Required
Action
Write
- Title
  Required
- Assigned To
  Required
- Contact (lead or customer) email
  Required
- Type
  Required
- Comments
- Task Date (and time)
  Required
Action
Write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect DONNA and AgencyZoom to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your DONNA to AgencyZoom integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About DONNA

Donna brings the power of Artificial Intelligence to Independent Insurance agents with out-of-the-box solutions addressing the top business concerns.

HelpHelp

Related categories

Analytics

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 Interfaces

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

Connect DONNA and AgencyZoom to unlock the power of automation

Set up your first integration

Create business leads in Agency Zoom from new records in insights in DONNA

Create service requests in AgencyZoom from new records in insights in DONNA

Create personal leads in AgencyZoom for new rolling 30 Day insights for auto cross sales in DONNA

Create personal leads in AgencyZoom from new records in DONNA insights

Create tasks in AgencyZoom from new records in DONNA insights

Create business leads in Agency Zoom from new records in insights in DONNA

Create service requests in AgencyZoom from new records in insights in DONNA

Create personal leads in AgencyZoom for new rolling 30 Day insights for auto cross sales in DONNA

Create personal leads in AgencyZoom from new records in DONNA insights

Create tasks in AgencyZoom from new records in DONNA insights

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect DONNA and AgencyZoom to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect DONNA to AgencyZoom on the world's largest no-code automation platform