AgencyZoom + LeadConnector
Add new AgencyZoom policies to update opportunities in LeadConnector
Streamline your sales process with this workflow. When a policy is sold in AgencyZoom, it directly influences the 'New Policy Sold' feature in LeadConnector. Streamlining your sales records and conserving resources, this seamless data transfer between AgencyZoom and LeadConnector frees you up to focus more on the sales process itself.
Streamline your sales process with this workflow. When a policy is sold in AgencyZoom, it directly influences the 'New Policy Sold' feature in LeadConnector. Streamlining your sales records and conserving resources, this seamless data transfer between AgencyZoom and LeadConnector frees you up to focus more on the sales process itself.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
Lead Created
Triggers when a new Lead is added.
Try ItNew Policy Sold
Triggers when a new policy is sold.
Try ItBusiness NameRequired
Contact Name
LeadRequired
Lead Status Change
Triggers when the status of a Lead changes.
Try ItTitleRequired
Lead contact emailRequired
Activity noteRequired
NameRequired
Customer NameRequired
Customer Email AddressRequired
Policy Number
SummeryRequired
CategoryRequired
PriorityRequired
PipelineRequired
StageRequired
Customer Service Representative
CSR Assignment Group
Due after daysRequired
Tag
DescriptionRequired
