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AgencyZoom + Email Parser by Zapier

Create new AgencyZoom notes from new emails in Email Parser by Zapier

With this workflow, as soon as a new email arrives in your Email Parser by Zapier app, a note will be promptly created in your AgencyZoom app. Perfect for staying organized and maintaining important data, this process removes the manual hassle of transferring information from emails into your AgencyZoom system, enhancing your efficiency in managing your assignments. No more missed information from emails as this automation ensures every piece of essential data is captured in your AgencyZoom notes.

With this workflow, as soon as a new email arrives in your Email Parser by Zapier app, a note will be promptly created in your AgencyZoom app. Perfect for staying organized and maintaining important data, this process removes the manual hassle of transferring information from emails into your AgencyZoom system, enhancing your efficiency in managing your assignments. No more missed information from emails as this automation ensures every piece of essential data is captured in your AgencyZoom notes.

  1. When this happens...
    Email Parser by ZapierEmail Parser by Zapier
    New Email

    Triggers when a mailbox gets a new email. Don't forget to set up your parser mailboxes at https://parser.zapier.com/.

    TriggerInstant
  2. automatically do this!
    AgencyZoomAgencyZoom
    Create a Note

    Create a note for a lead or a customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • MailboxRequired

    Trigger
    Instant
    Try It
  • AgencyZoom triggers, actions, and search

    Lead Created

    Triggers when a new Lead is added.

    Trigger
    Instant
    Try It
    • Business NameRequired

    • Contact Name

    Action
    Write
  • AgencyZoom triggers, actions, and search

    Lead Status Change

    Triggers when the status of a Lead changes.

    Trigger
    Instant
    Try It
    • TitleRequired

    • Lead contact emailRequired

    • Activity noteRequired

    Action
    Write
    • NameRequired

    Action
    Write
agencyzoom-ca67272 logo
agencyzoom-ca67272 logo

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
Help

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
email-parser logo
email-parser logo

About Email Parser by Zapier

Send emails to your custom "@robot.zapier.com" address and extract any data! Visit http://parser.zapier.com/ for more information!

Related categories