AgencyZoom + EZ Texting

Update and maintain contacts in EZ Texting when lead status changes in AgencyZoom

Enhance your client communication process with this workflow. Whenever a lead status changes in AgencyZoom, it activates an update or creates a contact in EZ Texting. This smooth interaction allows you to stay updated with each lead status and promptly communicate them, while also maintaining your EZ Texting contact list fresh and accurate. Boost efficiency and ensure no lead slips through the cracks with this seamless data transfer.

When this happens...
Lead Status ChangeTriggers when the status of a Lead changes.
TriggerInstant
automatically do this!
Create/Update ContactCreates or updates a Contact if already exists
ActionWrite

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More things you can do with AgencyZoom and EZ Texting

Discover other triggers and actions you can use with AgencyZoom and EZ Texting

Lead Created
Triggers when a new Lead is added.
Trigger
Instant
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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
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- 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
- Title
  Required
- Assigned To
  Required
- Contact (lead or customer) email
  Required
- Type
  Required
- Comments
- Task Date (and time)
  Required
Action
Write

- Customer Name
- Pipeline
- Stage
- Created Date Start
- Created Date End
Action
Search
New Keyword Opt In
Triggers when a new keyword opt in received.
Trigger
Instant
Try It
- Name
  Required
- Note
- Phone Numbers
Action
Write

Lead Stage Change
Triggers when the stage of a Lead changes.
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 Name
  Required
- Contact Name
Action
Write
- Lead
  Required
Action
Write
- Service Request
  Required
- Summary
  Required
- Description
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- csr
  Required
- Due Date
- Other Producers
- Tags
Action
Write
- Field to Search By
  Required
- Create Agencyzoom lead if it doesn't exist yet?
  Required
Action
Search
New Inbound Text
Triggers when a new inbound text received.
Trigger
Instant
Try It
- Phone Number
  Required
- First Name
- Last Name
- Email
- Groups to add contact to
- Groups to remove contact from
Action
Write
- To numbers
- Message text
  Required
- Subject
- Group Ids
Action
Write

About AgencyZoom

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

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About EZ Texting

EZ Texting is a text marketing platform to send and receive SMS & MMS via web and mobile apps. Use it for group texts or 1:1 messages.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS