AgencyZoom + GoTo Connect

Track ended calls in GoTo Connect and create notes in AgencyZoom

Streamline your agency's communication and productivity with this GoTo Connect to AgencyZoom workflow. When a call ends in GoTo Connect, this workflow swiftly creates a note in AgencyZoom, ensuring all vital information from the conversation is documented. This automation simplifies note-keeping so you can focus on your client relationships and growing your business.

When this happens...
Incoming Call EndedTriggers when an incoming call ended.
TriggerPolling
automatically do this!
Create a NoteCreate a note for a lead or a customer.
ActionWrite

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More things you can do with GoTo Connect and AgencyZoom

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

- 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 Stage Change
Triggers when the stage of a Lead changes.
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

- 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
Lead Created
Triggers when a new Lead is added.
Trigger
Instant
Try It
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

About AgencyZoom

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

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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

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