AgencyZoom + InsurGrid

AgencyZoom + InsurGrid integrations

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.

When this happens...
New ClientTriggers when a client is created.
TriggerPolling
automatically do this!
Create Personal LeadTriggers when a new Lead is added.
ActionWrite

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More things you can do with InsurGrid and AgencyZoom

Discover other triggers and actions you can use with InsurGrid and AgencyZoom

New Client
Triggers when a client is created.
Trigger
Polling
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Lead Created
Triggers when a new Lead is added.
Trigger
Instant
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New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
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Service Request Status Change
Triggers when the status of a Service Request changes.
Trigger
Instant
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- 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

New Declaration Page
Triggers when a new client declaration page is created.
Trigger
Polling
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Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
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Service Request Created
Triggers when a new Service Request is created.
Trigger
Instant
Try It
- 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

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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Related categories

Business Intelligence