AgencyZoom + Email by Zapier

Send outbound emails with Email by Zapier when lead statuses change in AgencyZoom

Keep your sales team focused on closing deals by streamlining your follow-up process. With this automation, whenever a lead status changes in AgencyZoom, an outbound email is sent using Email by Zapier. Stop manually tracking and sending follow-up emails, and give your team more time to connect with potential customers.

When this happens...
Lead Status Change
Triggers when the status of a Lead changes.
TriggerInstant
automatically do this!
Send Outbound Email
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
ActionWrite

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Supported triggers and actions

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
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

- Account Wide Copy
- Email address type
Trigger
Instant
Try It
- Zap Id
- Free Test Limitation
- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From Name
- Reply To
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
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
- 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
- Setup Directions
Trigger
Instant
Try It

About AgencyZoom

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Learn more

Related categories

Related Zap Templates

Create service requests in AgencyZoom for new inbound emails from Email by Zapier

Get outbound emails for new AgencyZoom leads

AgencyZoom + Email by Zapier

Send outbound emails with Email by Zapier when lead statuses change in AgencyZoom

Supported triggers and actions

Lead Created

New Policy Sold

Service Request Status Change

Create Business Lead

Update Lead

Update Service Request

Find a Lead

New Inbound Email

Send Outbound Email

Lead Status Change

Service Request Created

Create a Note

Create Personal Lead

Create Service Request

Create Task

Find Service Request

New Read Receipt

About AgencyZoom

Related categories

Similar apps

Zapier Forms

About Email by Zapier

Related categories

Related Zap Templates

Related Zap Templates