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Connect AgencyZoom to InsurGrid and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
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Select a trigger from AgencyZoom

A trigger is an event that starts your Zap and runs the workflow. For example, with AgencyZoom, a trigger could be "Lead Created."
A trigger is the event that kicks off your automated workflow.

Setup an action from InsurGrid

An action is what takes place after the automation is triggered.
An action is the event that your automated workflow performs when triggered.

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Triggers and actions are the main components of every automated workflow.

Connect AgencyZoom and InsurGrid to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect AgencyZoom and InsurGrid to unlock the power of automation

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Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • AgencyZoom triggers, actions, and search
    Lead Status Change

    Triggers when the status of a Lead changes.

    Trigger
    Instant
    Try It
    • Title
      Required
    • Lead contact email
      Required
    • Activity note
      Required
    Action
    Write
    • Business Name
      Required
    Action
    Write
    • Business 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
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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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    About InsurGrid
    InsurGrid is your hub for verifying insurance policy data and documents professionally and efficiently.
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