AgencyZoom + DONNA

Create personal leads in AgencyZoom from new records in DONNA insights

Streamline your lead management process with this workflow. When a new record is added in DONNA, it will swiftly generate a personal lead in AgencyZoom. This process promotes increased efficiency by reducing manual tasks and ensuring your AgencyZoom lead list is consistently updated with latest entries from DONNA.

When this happens...
New Record in Insight
Triggers when a new record has appeared in the insight chosen or created by you.
TriggerInstant
automatically do this!
Create Personal Lead
Triggers when a new Lead is added.
ActionWrite

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Supported triggers and actions

- Insight name
- Donna Channel NameRequired
Trigger
Instant
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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
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Service Request Created
Triggers when a new Service Request is created.
Trigger
Instant
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- TitleRequired
- Lead contact emailRequired
- Activity noteRequired
Action
Write
- NameRequired
Action
Write

- Customer NameRequired
- Customer Email AddressRequired
- Policy Number
- SummeryRequired
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- Customer Service Representative
- CSR Assignment Group
- Due after daysRequired
- Tag
- DescriptionRequired
Action
Write
- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
Action
Write
- Customer Name
- Pipeline
- Stage
- Created Date Start
- Created Date End
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
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Service Request Status Change
Triggers when the status of a Service Request changes.
Trigger
Instant
Try It
- Business NameRequired
- Contact Name
Action
Write
- LeadRequired
Action
Write
- Service RequestRequired
- SummaryRequired
- Description
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- csrRequired
- Due Date
- Other Producers
- Tags
Action
Write
- Field to Search ByRequired
- Create Agencyzoom lead if it doesn't exist yet?Required
Action
Search