AgencyZoom + GAIL

AgencyZoom + GAIL integrations

Create personal leads in AgencyZoom when new calls are completed in GAIL

When a new call is completed in GAIL, create a personal lead in AgencyZoom. This workflow enhances your lead management process, eliminating the need for manual data entries between the two platforms. By bridging GAIL and AgencyZoom, you can efficiently manage leads generated through calls, saving time and improving your communication efforts.

When this happens...
New Call CompletedTriggers when new calls are completed by GAIL.
TriggerInstant
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Create Personal LeadTriggers when a new Lead is added.
ActionWrite

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More things you can do with GAIL and AgencyZoom

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

New Call Completed
Triggers when new calls are completed by GAIL.
Trigger
Instant
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Agency Details
Get Agency ID and details
Action
Write
- Phone Number
  Required
Action
Write
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
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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

New Call in List
Triggers when a new call is added to the Calls List.
Trigger
Polling
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- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email
- Business Name
Action
Write
- Agency ID
  Required
- Call Script ID
  Required
- First name of Callee
  Required
- Phone Number
  Required
Action
Write
Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
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Service Request Created
Triggers when a new Service Request is created.
Trigger
Instant
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- 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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CRM (Customer Relationship Management)

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About GAIL

GAIL is a tool built for the Financial Services industry that will help you sell more, serve Customers 24/7, and give your team their very own expert.

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