AgencyZoom + LocalImpact

AgencyZoom + LocalImpact integrations

Request reviews in LocalImpact when new policies are sold in AgencyZoom

When a new policy is sold in AgencyZoom, prompt a review request in LocalImpact. This efficient workflow starts the conversation with clients instantly, helping you gather valuable feedback and enhance your customer care. Use this automation to bridge the gap between selling a policy and engaging in crucial client reviews seamlessly.

When this happens...
New Policy SoldTriggers when a new policy is sold.
TriggerInstant
automatically do this!
Request ReviewRequests a review via sms or email
ActionWrite

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More things you can do with AgencyZoom and LocalImpact

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

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

- Business ID
Trigger
Polling
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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
- Business Id
  Required
- Customer First Name
  Required
- Customer Last Name
  Required
- Email
- Phone number
Action
Write

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)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About LocalImpact

LocalImpact is a review management platform that helps businesses automate review requests and connect review activity with CRMs and marketing tools.

HelpHelp

Related categories

Reviews