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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.

  1. When this happens...
    InsurGridInsurGrid
    New Client

    Triggers when a client is created.

    TriggerScheduled
  2. automatically do this!
    AgencyZoomAgencyZoom
    Create Personal Lead

    Triggers when a new Lead is added.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • InsurGrid triggers, actions, and search

    New Client

    Triggers when a client is created.

    Trigger
    Scheduled
    Try It
    • Business NameRequired

    • Contact Name

    Action
    Write
  • InsurGrid triggers, actions, and search

    New Declaration Page

    Triggers when a new client declaration page is created.

    Trigger
    Scheduled
    Try It
  • AgencyZoom triggers, actions, and search

    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
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About AgencyZoom

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

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

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insurgrid logo

About InsurGrid

InsurGrid is your hub for verifying insurance policy data and documents professionally and efficiently.

Related categories