AgencyZoom + Facebook Messenger

AgencyZoom + Facebook Messenger integrations

Create personal leads in AgencyZoom from new messages sent to a page in Facebook Messenger

Stay on top of your lead management by instantly capturing new contacts from Facebook Messenger and adding them to AgencyZoom. With this workflow, every new message to your Facebook Page creates a personal lead in AgencyZoom, ensuring you never miss an opportunity to expand your audience and grow your business. Make your marketing endeavours more efficient and effective, all without lifting a finger.

When this happens...
New Message Sent to PageTriggers when a new Message is sent to a page.
TriggerInstant
automatically do this!
Create Personal LeadTriggers when a new Lead is added.
ActionWrite

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More things you can do with Facebook Messenger and AgencyZoom

Discover other triggers and actions you can use with Facebook Messenger and AgencyZoom

- Page
  Required
Trigger
Instant
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Lead Created
Triggers when a new Lead is added.
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
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- 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

- Response_msg
- Page
  Required
- Recipient_id
  Required
- Text
  Required
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
- 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

About AgencyZoom

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

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About Facebook Messenger

Facebook Messenger is a messaging app and platform. Users can send messages and exchange photos, videos, stickers, audio, and other files. This app on Zapier works for conversations that are sent to and from Facebook pages and does not yet support direct messages to a user.

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Related categories

Facebook

Social Media Marketing