AgencyZoom + LinkedIn Conversions

AgencyZoom + LinkedIn Conversions integrations

Send LinkedIn Conversion events when new policies are sold in AgencyZoom

Streamline your insurance business operations and enhance marketing strategies with this seamless workflow. When a policy is sold within AgencyZoom, a conversion event activates in LinkedIn Conversion. This facilitates efficient real-time tracking of sales and provides insights into your successful conversions, paving the way for improved sales productivity. Leverage this effortless automation now and start refining your business strategy.

When this happens...
New Policy SoldTriggers when a new policy is sold.
TriggerInstant
automatically do this!
Send Conversion EventSends a Conversion Event to a Conversion.
ActionWrite

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More things you can do with AgencyZoom and LinkedIn Conversions

Discover other triggers and actions you can use with AgencyZoom and LinkedIn Conversions

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
Try It
Service Request Status Change
Triggers when the status of a Service Request changes.
Trigger
Instant
Try It
- 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

- Conversions Information
- Account
  Required
- Conversion
  Required
- Email Address
- First Party Cookie ID
- First Name
- Last Name
- Title
- Company
- Country
- Lead ID
- Monetary Value of Conversion
- Currency
- Time of Conversion Event
- Event ID
Action
Write

Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
Try It
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 LinkedIn Conversions

LinkedIn Conversions lets you send information about important customer events to LinkedIn's Conversion API directly from your website, CRM or other databases.

Learn moreLearn moreHelpHelp

Related categories

Ads & Conversion