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AgencyZoom + Facebook Conversions

Share updates from AgencyZoom as funnel events to Facebook Conversions

Get Facebook leads that are more likely to turn into customers. Once active, this Zap logs sends new events from AgencyZoom as funnel events to Facebook conversions. Facebook then uses the information to show your ads to the right people.

Get Facebook leads that are more likely to turn into customers. Once active, this Zap logs sends new events from AgencyZoom as funnel events to Facebook conversions. Facebook then uses the information to show your ads to the right people.

  1. When this happens...
    AgencyZoomAgencyZoom
    New Policy Sold

    Triggers when a new policy is sold.

    TriggerInstant
  2. automatically do this!
    Facebook ConversionsFacebook Conversions
    Send Funnel Event

    Publish lead updates from your funnel.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • AgencyZoom triggers, actions, and search

    Lead Created

    Triggers when a new Lead is added.

    Trigger
    Instant
    Try It
    • Business NameRequired

    • Contact Name

    Action
    Write
    • LeadRequired

    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
    • 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
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
facebook-conversions logo
facebook-conversions logo

About Facebook Conversions

Facebook’s Conversions lets you send information about important customer events to Facebook Server-Side API directly from your website’s server, CRM or other customer information databases. This information is useful to create powerful ads that yield better conversions.

Related categories