AgencyZoom + GoTo Connect

AgencyZoom + GoTo Connect integrations

Send sms in GoTo Connect when new leads are created in AgencyZoom

Stay connected to your leads in real time with this efficient workflow. When a new lead is created in AgencyZoom, an SMS message will be sent through GoTo Connect instantly. This allows faster and seamless communication, ensuring no potential clients slip through the cracks. Make your lead management process more efficient and responsive with this streamlined solution.

When this happens...
Lead CreatedTriggers when a new Lead is added.
TriggerInstant
automatically do this!
Send SMSAction for sending an SMS message.
ActionWrite

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More things you can do with AgencyZoom and GoTo Connect

Discover other triggers and actions you can use with AgencyZoom and GoTo Connect

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

- Organization Id
  Required
- Phone Number or Extension
  Required
Trigger
Polling
Try It
- Organization Id
  Required
- Phone Number or Extension
  Required
Trigger
Polling
Try It
- Organization Id
  Required
- Phone Number
  Required
Trigger
Polling
Try It
- Organization ID
- Owner Number
  Required
- Contact Number
  Required
- Message Body
  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
- Organization Id
  Required
- Phone Number or Extension
  Required
Trigger
Polling
Try It
- Organization Id
  Required
- Phone Number
  Required
Trigger
Polling
Try It
- Organization Id
  Required
- Extension
  Required
Trigger
Polling
Try It

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)

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

About GoTo Connect

GoTo Connect is a fully integrated business communications solution, with calls, meetings and messaging unified on one platform.

Learn moreLearn moreHelpHelp

Related categories

Communication

Related Zap Templates

Create notes in AgencyZoom for sent messages in GoTo Connect

Related Zap Templates

Create notes in AgencyZoom for sent messages in GoTo Connect