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AgencyZoom + Email by Zapier

Create personal leads in AgencyZoom from new inbound emails in Email by Zapier

When you receive a new email in your inbox, wouldn't it be great if a personal lead was created in your AgencyZoom seamlessly? This workflow takes your new inbound emails and immediately translates them into leads in AgencyZoom. This automation takes the burden off your shoulders, making lead generation a breeze.

When you receive a new email in your inbox, wouldn't it be great if a personal lead was created in your AgencyZoom seamlessly? This workflow takes your new inbound emails and immediately translates them into leads in AgencyZoom. This automation takes the burden off your shoulders, making lead generation a breeze.

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

    Triggers when an email is forwarded to your own custom zapiermail.com address.

    TriggerInstant
  2. automatically do this!
    AgencyZoomAgencyZoom
    Create Personal Lead

    Triggers when a new Lead is added.

    ActionWrite
Start free with email
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  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • Email AddressRequired

    Trigger
    Instant
    Try It
    • ToRequired

    • SubjectRequired

    • Body (HTML or Plain)Required

    • Attachment

    • From Name

    • Reply To

    • Cc

    • Bcc

    • Force Linebreaks?

    • Enable read receipts?

    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
    • Setup Directions

    Trigger
    Instant
    Try It
    • Business NameRequired

    • Contact Name

    Action
    Write
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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 Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

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!

Related categories