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AgencyZoom + LeadConnector

"update leads in AgencyZoom when stages change in LeadConnector"

Keep your sales funnel up-to-date effortlessly with this efficient workflow between LeadConnector and AgencyZoom. When the status of a lead changes within LeadConnector, reflect those updates in AgencyZoom without any manual hassle. This automates your lead management, ensuring your agency's data stays current and accurate, and enabling you to concentrate on meaningful engagement and conversions.

Keep your sales funnel up-to-date effortlessly with this efficient workflow between LeadConnector and AgencyZoom. When the status of a lead changes within LeadConnector, reflect those updates in AgencyZoom without any manual hassle. This automates your lead management, ensuring your agency's data stays current and accurate, and enabling you to concentrate on meaningful engagement and conversions.

  1. When this happens...
    LeadConnectorLeadConnector
    Pipeline Stage Changed

    Triggers when the pipeline stage was updated for an opportunity.

    TriggerInstant
  2. automatically do this!
    AgencyZoomAgencyZoom
    Update Lead

    Update a lead in Agencyzoom.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • In PipelineRequired

    • Moved to Stage

    Trigger
    Instant
    Try It
    • First Name

    • Last Name

    • Full Name

    • Phone Number

    • Email

    • Address

    • City

    • State

    • Country

    • Postal Code

    • Tags (comma delimited string for multiple tags)

    • Source

    • Mark as LeadRequired

    • Notes

    • Select PipelineRequired

    • Select StageRequired

    • Assign to User

    Action
    Write
    • Phone Number

    • Email

    • First Name

    • Last Name

    • Full Name

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • First Name

    • Last Name

    • Full Name

    • Phone Number

    • Email

    • Address

    • City

    • State

    • Postal Code

    • Tags (comma delimited string for multiple tags)

    • Source

    • Mark as LeadRequired

    • Notes

    • Business Name

    • Country

    Action
    Write
    • CampaignRequired

    • First Name

    • Last Name

    • Full Name

    • Phone Number

    • Email

    • Address

    • City

    • State

    • Postal Code

    • Tags (comma delimited string for multiple tags)

    • Source

    • Lead Source

    • Notes

    • Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)

    Action
    Write
    • Assign to User

    • Task TitleRequired

    • Task DescriptionRequired

    • Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)

    • First Name

    • Last Name

    • Contact Phone

    • Contact Email

    Action
    Write
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agencyzoom-ca67272 logo

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
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  • CRM (Customer Relationship Management)

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leadconnector logo

Related categories

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