AgencyZoom + Google Sheets

Create business leads in AgencyZoom from new or updated rows in Google Sheets

Stay ahead of your competition by instantly creating business leads in AgencyZoom when a new or updated row happens in your Google Sheets. This streamlined workflow saves you the time of manually inputting lead details, letting you focus more on the conversion process. It's perfect for the busy professional aiming to boost their productivity with an efficient and resourceful automation.

When this happens...
New or Updated Spreadsheet Row
Triggered when a new row is added or modified in a spreadsheet.
TriggerInstant
automatically do this!
Create Business Lead
Create a business lead in Agencyzoom.
ActionWrite

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Supported triggers and actions

What does this mean?

- Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Drive
Trigger
Scheduled
Try It
- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Instant
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Column NameRequired
- Index
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write

- TitleRequired
- Spreadsheet to Copy
- Headers
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write

- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
- Supporting Lookup Column
- Supporting Lookup Value
- Search from last row
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
- Supporting Lookup Column
- Supporting Lookup Value
- Search from last row
Action
Search or write
Lead Status Change
Triggers when the status of a Lead changes.
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
- Field to Search ByRequired
- Create Agencyzoom lead if it doesn't exist yet?Required
Action
Search

- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Instant
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Scheduled
Try It
- Drive
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- Spreadsheet Containing the Worksheet to CopyRequired
- Worksheet to CopyRequired
- Copy Worksheet Destination
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
- Headers
- Overwrite existing worksheets
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
- Background Color
- Text Color
- Text Bold
- Text Italic
- Text Strikethrough
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
- Supporting Lookup Column
- Supporting Lookup Value
- Search from last row
- Row Count
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- ColumnsRequired
- Row CountRequired
- First Row
Action
Search
- Drive
- SpreadsheetRequired
- TitleRequired
- Headers
- Overwrite existing worksheets
Action
Search or write
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
- Business NameRequired
- Contact Name
Action
Write
- LeadRequired
Action
Write
- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
Action
Write

About AgencyZoom

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Learn more

AgencyZoom + Google Sheets

Create business leads in AgencyZoom from new or updated rows in Google Sheets

New Spreadsheet Row (Team Drive)

New Spreadsheet

New or Updated Spreadsheet Row

Create Spreadsheet Column

Create Multiple Spreadsheet Rows

Create Spreadsheet

Clear Spreadsheet Row

Update Spreadsheet Row

API Request (Beta)

Find Worksheet

Lookup Spreadsheet Row

Find or Create Row

Lead Status Change

Create a Note

Create Personal Lead

Create Service Request

Find a Lead

New Spreadsheet Row

New or Updated Spreadsheet Row (Team Drive)

New Worksheet

Create Spreadsheet Row

Copy Worksheet

Create Worksheet

Format Spreadsheet Row

Update Spreadsheet Row(s)

Lookup Spreadsheet Rows (Advanced)

Get many Spreadsheet Rows (Advanced)

Find or Create Worksheet

Lead Created

New Policy Sold

Create Business Lead

Update Lead

Create Task

About AgencyZoom

Related categories

Similar apps

Zapier Interfaces

About Google Sheets

Related categories

Similar apps

Zapier Tables

Zoho Creator

Smartsheet

Related Zap Templates

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