AgencyZoom + Facebook Custom Audiences

Add new AgencyZoom policies to Facebook Custom Audiences by automatically pushing emails

Seize the moment and capitalize on your insurance sales momentum with this automation workflow. When a new policy sale occurs in AgencyZoom, it results in the addition of the client's email to a custom audience on Facebook Custom Audiences. This workflow not only optimizes your marketing efforts but also fosters strong customer relationships by timely targeting within your ad campaigns.

When this happens...
New Policy Sold
Triggers when a new policy is sold.
TriggerInstant
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Add Email to Custom Audience
Adds an email address to an existing custom audience.
ActionWrite

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Supported triggers and actions

Lead Created
Triggers when a new Lead is added.
Trigger
Instant
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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

- NameRequired
- Description
Action
Write
- Custom AudienceRequired
- EmailRequired
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
- Custom AudienceRequired
- EmailRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write