AgencyZoom + Google Ads

Send offline conversions in Google Ads when new policies are sold in AgencyZoom

When a new policy is sold in AgencyZoom, this process immediately transfers the information to Google Ads as an offline conversion. This enables more efficient data management, allowing you to create precisely targeted ads based on data from successful policy sales. Improve your advertising performance effortlessly with this system and make the most out of your AgencyZoom and Google Ads interaction.

When this happens...
New Policy Sold
Triggers when a new policy is sold.
TriggerInstant
automatically do this!
Send Offline Conversion
Sends events from your customer systems (PoS, CRM, email service provider, etc) to connect Google Ad campaigns to offline activity and business impact.
ActionWrite

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Supported triggers and actions

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
Service Request Status Change
Triggers when the status of a Service Request changes.
Trigger
Instant
Try It
- Business NameRequired
- Contact Name
Action
Write
- LeadRequired
Action
Write

- Service RequestRequired
- SummaryRequired
- Description
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- csrRequired
- Due Date
- Other Producers
- Tags
Action
Write
- Field to Search ByRequired
- Create Agencyzoom lead if it doesn't exist yet?Required
Action
Search

- Use Google Ads as...Required
Trigger
Polling
Try It
- Use Google Ads as...Required
- Managed Account
- Customer ListRequired
- Email addressRequired
- Consent for ad User Data
- Consent for ad personalization
- Terms of service
Action
Write
- Use Google Ads as...Required
- NameRequired
- Description
- Message
Action
Write
- Use Google Ads as...Required
- Managed Account
- Customer ListRequired
- Customer IdentifierRequired
- Message
Action
Write
- Use Google Ads as...Required
- StatusRequired
Action
Write
- Use Google As...Required
Action
Search
- Use Google Ads as...Required
- NameRequired
Action
Search

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
- 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
- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
Action
Write
- Customer Name
- Pipeline
- Stage
- Created Date Start
- Created Date End
Action
Search
- Use Google Ads as...Required
- Managed Account
- Lead FormRequired
- Conversions Information
Trigger
Polling
Try It
- Use Google Ads as...Required
- Managed Account
- Customer ListRequired
- Customer identifierRequired
- Consent for ad User Data
- Consent for ad personalization
- Terms of service
Action
Write
- Use Google Ads as...Required
- Managed Account
- ResourceRequired
- Dates to IncludeRequired
- Limit
Action
Write
- Double Opt Message
- Use Google Ads as...Required
- Managed Account
- Multiple Identifier Note
- Conversion User Identifier SourceRequired
- Conversion ActionRequired
- TimestampRequired
- Value
- Currency
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Use Google As...Required
Action
Search
- Use Google Ads as...Required
- NameRequired
- Description
- Message
Action
Search or write

About AgencyZoom

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

Related categories

CRM (Customer Relationship Management)

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About Google Ads

Google Ads (formerly Google AdWords) is an online advertising platform developed by Google, where advertisers pay to display brief advertisements, service offerings, product listings, video content, and generate mobile application installs within the Google ad network to web users.

Learn more