AgencyZoom + Google Ads
Add new AgencyZoom policies to Google Ads contact list
Whenever a new policy is sold in AgencyZoom, this workflow will instantly add the contact to your Google Ads customer list. This streamlines your marketing process, ensuring that new policyholders are immediately incorporated into your advertisement targeting. A perfect integration for insurance agencies looking to improve efficiency in their online marketing efforts.
Whenever a new policy is sold in AgencyZoom, this workflow will instantly add the contact to your Google Ads customer list. This streamlines your marketing process, ensuring that new policyholders are immediately incorporated into your advertisement targeting. A perfect integration for insurance agencies looking to improve efficiency in their online marketing efforts.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Add Contact to Customer List
Adds a contact to a customer list. Note: It takes 6 to 12 hours for the customer list to be populated with contacts.
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Lead Created
Triggers when a new Lead is added.
Try ItNew Policy Sold
Triggers when a new policy is sold.
Try ItBusiness NameRequired
Contact Name
LeadRequired
Lead Status Change
Triggers when the status of a Lead changes.
Try ItTitleRequired
Lead contact emailRequired
Activity noteRequired
NameRequired
Customer NameRequired
Customer Email AddressRequired
Policy Number
SummeryRequired
CategoryRequired
PriorityRequired
PipelineRequired
StageRequired
Customer Service Representative
CSR Assignment Group
Due after daysRequired
Tag
DescriptionRequired
