AgencyZoom + Google Ads

Add new AgencyZoom policies as contacts to your Google Ads customer list

Boost your insurance agency's marketing efficiency with this workflow. Once a new policy is sold via AgencyZoom, it swiftly transfers the customer's details into your Google Ads contact list. This smooth operation not only broadens your marketing reach with each policy transaction but also enables optimal use of your ad campaigns, thus solving the issue of time-consuming manual audience management.

When this happens...
New Policy SoldTriggers when a new policy is sold.
TriggerInstant
automatically do this!
Add Contact to Customer ListAdds a contact to a customer list. This uses the Data Manager API, which is being beta tested by Google.
ActionWrite

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More things you can do with AgencyZoom and Google Ads

Discover other triggers and actions you can use with AgencyZoom and Google Ads

Lead Created
Triggers when a new Lead is added.
Trigger
Instant
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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
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- 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
- Use Google Ads as...
  Required
- Managed Account
- Lead Form
  Required
- Conversions Information
Trigger
Polling
Try It
- Use Google Ads as...
  Required
- Managed Account
- Customer List
  Required
- Customer identifier
  Required
- Consent for ad User Data
- Consent for ad personalization
- Terms of service
Action
Write
- Use Google Ads as...
  Required
- Managed Account
- Resource
  Required
- Dates to Include
  Required
- Limit
Action
Write
- Use Google Ads as...
  Required
- Managed Account
- Customer List
  Required
- Customer identifier
  Required
Action
Write
- Use Google Ads as...
  Required
- Status
  Required
Action
Write
- Use Google As...
  Required
Action
Search
- Use Google Ads as...
  Required
- Name
  Required
Action
Search

Lead Stage Change
Triggers when the stage of a Lead changes.
Trigger
Instant
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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
- Use Google Ads as...
  Required
Trigger
Polling
Try It
- Use Google Ads as...
  Required
- Managed Account
- Customer List
  Required
- Email address
  Required
- Consent for ad User Data
- Consent for ad personalization
- Terms of service
Action
Write
- Use Google Ads as...
  Required
- Name
  Required
- Description
- Message
Action
Write
- Use Google Ads as...
  Required
- Managed Account
- Customer List
  Required
- Customer_identifier
  Required
- Message
Action
Write
- Double_opt_message
- Use Google Ads as...
  Required
- Managed Account
- Multiple_identifier_note
- Conversion User Identifier Source
  Required
- Conversion Action
  Required
- Timestamp
  Required
- Value
- Currency
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Use Google As...
  Required
Action
Search
- Use Google Ads as...
  Required
- Name
  Required
- Description
- Message
Action
Search or write

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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Zapier Forms

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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.

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Related categories

Ads & Conversion

Google

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Facebook Lead Ads

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AdRoll

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Related Zap Templates

Create Personal Lead in AgencyZoom for new lead form entries in Google Ads

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