AgencyZoom + Flodesk

AgencyZoom + Flodesk integrations

Update Flodesk subscribers for new policies sold in AgencyZoom

When a new policy is sold in AgencyZoom, make sure your marketing strategies stay up-to-date by updating the relevant subscriber in Flodesk. This seamless workflow keeps your customer's information current in Flodesk, ensuring they receive relevant correspondence and updates suited to their needs. Simplify and streamline your process, making the most of each policy sale.

When this happens...
New Policy SoldTriggers when a new policy is sold.
TriggerInstant
automatically do this!
Create/Update SubscriberCreates a new subscriber or updates an existing one.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with AgencyZoom and Flodesk

Discover other triggers and actions you can use with AgencyZoom and Flodesk

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
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

- Segment
  Required
Trigger
Instant
Try It
Subscriber Unsubscribed
Triggers when a subscriber is unsubscribed.
Trigger
Instant
Try It
- Email
  Required
- Workflow
  Required
Action
Write
- Email
  Required
- Segment
  Required
Action
Write
- Email
  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
Subscriber Created
Triggers when a new subscriber is created.
Trigger
Instant
Try It
- Email
  Required
- Segment
  Required
Action
Write
- Segment
  Required
- Email
  Required
- First Name
- Last Name
- Double opt-in
- Opt-in IP Address
- Opt-in Timestamp
Action
Write
- Email
  Required
- Workflow
  Required
Action
Write
- Email
  Required
Action
Search

About AgencyZoom

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About Flodesk

Beginners and experts use Flodesk to create stunning emails that grow their business. Meet the most intuitive way to send emails and build workflows that convert.

Learn moreLearn moreHelpHelp

Related categories

Email Newsletters

Related Zap Templates

Create or update Flodesk subscribers when new leads are created in AgencyZoom

Related Zap Templates

Create or update Flodesk subscribers when new leads are created in AgencyZoom