AgencyZoom + Gmail

Create tasks in AgencyZoom from new matching search emails in Gmail

Optimize your workflow between Gmail and AgencyZoom with this automation. When an email matching a specific search arrives in your Gmail inbox, a new task is instantly created in your AgencyZoom, allowing you to react promptly. This seamless connection not only saves valuable time but also ensures you never miss an important email that requires action.

When this happens...
New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
TriggerScheduled
automatically do this!
Create Task
Create a task in Agencyzoom.
ActionWrite

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Supported triggers and actions

What does this mean?

- Label/Mailbox
- Search String
Trigger
Scheduled
Try It
- Label/MailboxRequired
Trigger
Scheduled
Try It
- Search StringRequired
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
- SubjectRequired
- To
- Cc
- Bcc
- From
- From Name
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Write

- NameRequired
Action
Write
- Message to Remove Label(s) FromRequired
- Label(s) to RemoveRequired
Action
Write

- Search StringRequired
Action
Search
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
- Business NameRequired
- Contact Name
Action
Write
- LeadRequired
Action
Write
- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
Action
Write

New Label
Triggers when you add a new label.
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Scheduled
Try It
- Label(s) to Add
- Message to be LabeledRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Body Type
- BodyRequired
- Label/Mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Search or write
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
- Field to Search ByRequired
- Create Agencyzoom lead if it doesn't exist yet?Required
Action
Search

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

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

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn more Help

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AgencyZoom + Gmail

Create tasks in AgencyZoom from new matching search emails in Gmail

New Attachment

Label/Mailbox

Search String

New Labeled Email

New Email Matching Search

Search StringRequired

New Thread

Label/Mailbox

Create Draft

SubjectRequired

To

Cc

Bcc

From

From Name

Body Type

BodyRequired

Signature

Label/Mailbox

Attachments

Create Label

NameRequired

Remove Label from Email

Message to Remove Label(s) FromRequired

Label(s) to RemoveRequired

Find Email

Search StringRequired

Lead Created

New Policy Sold

Create Business Lead

Business NameRequired

Contact Name

Update Lead

LeadRequired

Create Task

TitleRequired

Assigned ToRequired

Contact (lead or customer) emailRequired

TypeRequired

Comments

Task Date (and time)Required

New Label

New Email

Label/Mailbox

New Starred Email

Add Label to Email

Label(s) to Add

Message to be LabeledRequired

Create Draft Reply

Trigger Instructions

ThreadRequired

To

Cc

Bcc

From

From Name

Body Type

BodyRequired

Signature

Label/Mailbox

Attachments

Send Email

To

Cc

Bcc

From

From Name

Reply To

SubjectRequired

Body Type

BodyRequired

Signature

Label/Mailbox

Attachments

Reply to Email