AgencyZoom + InsurGrid
Create personal leads in AgencyZoom for new clients in InsurGrid
Whenever a new client is added in InsurGrid, this workflow will instantly create a personal lead in AgencyZoom. This seamless automation facilitates efficient client management, ensuring every potential client is immediately handled in AgencyZoom, saving you time and enhancing productivity.
Whenever a new client is added in InsurGrid, this workflow will instantly create a personal lead in AgencyZoom. This seamless automation facilitates efficient client management, ensuring every potential client is immediately handled in AgencyZoom, saving you time and enhancing productivity.
- When this happens...New Client
Triggers when a client is created.
- automatically do this!Create Personal Lead
Triggers when a new Lead is added.
- Free forever for core features
- 14 day trial for premium features & apps
About AgencyZoom
AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout InsurGrid
InsurGrid is your hub for verifying insurance policy data and documents professionally and efficiently.