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.
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 Change
Triggers when the status of a Lead changes.
- automatically do this!Create/Update Contact
Creates or updates a Contact if already exists
- Free forever for core features
- 14 day trial for premium features & apps
Lead Created
Triggers when a new Lead is added.
Try ItNew Policy Sold
Triggers when a new policy is sold.
Try ItBusiness NameRequired
Contact Name
LeadRequired
Lead Status Change
Triggers when the status of a Lead changes.
Try ItTitleRequired
Lead contact emailRequired
Activity noteRequired
NameRequired
Customer NameRequired
Customer Email AddressRequired
Policy Number
SummeryRequired
CategoryRequired
PriorityRequired
PipelineRequired
StageRequired
Customer Service Representative
CSR Assignment Group
Due after daysRequired
Tag
DescriptionRequired
