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  • Gmail logoGmail logo
  • Filter by Zapier logoFilter by Zapier logo
  • AgencyZoom logoAgencyZoom logo
  • Gmail logoGmail logo
  • Filter by Zapier logoFilter by Zapier logo

AgencyZoom + Gmail + Filter by Zapier

AgencyZoom + Gmail + Filter by Zapier

AgencyZoom + Gmail integrations

Create AgencyZoom tasks for new Eos leads in Gmail

Tired of manually creating follow-up tasks every time a new lead comes in from your Eos branded consumer quote link? This Zap automatically detects incoming Eos leads in your Gmail and creates a task in AgencyZoom with all the key lead details — so nothing falls through the cracks. Spend less time on admin and more time closing policies with automated lead-to-task workflow.

  1. When this happens...
    New Email
    New Email
    New EmailTriggers when a new email appears in the specified mailbox.
  2. automatically do this...
    Only continue if...
    Only continue if...
    Only continue if...Set up rules to specify when this Zap can continue running.
  3. then do this!
    Create Task
    Create Task
    Create TaskCreate a task in Agencyzoom.
Start free with email
Start free with email
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More things you can do with these apps

Discover other triggers and actions you can use with Gmail, Filter by Zapier, and more

    • Label or mailbox
    • Search keywords
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    • Label or mailbox
      Required
    Trigger
    Polling
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    • Label or mailbox
    Trigger
    Polling
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  • Gmail triggers, actions, and search
    New Starred Email

    Triggers when you receive a new email and star it within two days.

    Trigger
    Polling
    Try It
    • Label or mailbox
      Required
    Trigger
    Polling
    Try It
    • Search keywords
      Required
    Trigger
    Polling
    Try It
    • Label/Mailbox
    Trigger
    Polling
    Try It
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About AgencyZoom
AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
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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.
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About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
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