AgencyZoom + Mailchimp

Add Mailchimp subscribers when new policies are sold in AgencyZoom

Effortlessly grow your email marketing list with this efficient workflow between AgencyZoom and Mailchimp. Whenever a new policy is sold in AgencyZoom, it will add or update the corresponding subscriber to your Mailchimp list, making it easier to engage with your customers and maintain up-to-date contact information. Increase customer retention and make the most of your email campaigns with this seamless integration.

When this happens...
New Policy Sold
Triggers when a new policy is sold.
TriggerInstant
automatically do this!
Add/Update Subscriber
Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.
ActionWrite

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Supported triggers and actions

Lead Created
Triggers when a new Lead is added.
Trigger
Instant
Try It
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 NameRequired
- Contact Name
Action
Write
- LeadRequired
Action
Write

- Service RequestRequired
- SummaryRequired
- Description
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- csrRequired
- Due Date
- Other Producers
- Tags
Action
Write
- Field to Search ByRequired
- Create Agencyzoom lead if it doesn't exist yet?Required
Action
Search

- Audience
- Status
Trigger
Polling
Try It
- Audience
- LinkRequired
- Track all links clicks
Trigger
Polling
Try It
- StoreRequired
Trigger
Polling
Try It
- Store
Trigger
Polling
Try It
- AudienceRequired
- Segment or TagRequired
Trigger
Polling
Try It
- AudienceRequired
- Email AddressRequired
Action
Write
- CampaignRequired
Action
Write
- AudienceRequired
- Tag nameRequired
Action
Write
- NameRequired
- CompanyRequired
- Address 1Required
- Address 2
- CityRequired
- StateRequired
- ZipRequired
- CountryRequired
- Phone
- Permission ReminderRequired
- Email Type OptionRequired
- From NameRequired
- From EmailRequired
- SubjectRequired
- LanguageRequired
- Notify On Subscribe
- Notify On Unsubscribe
- Double Optin
- Marketing Permissions
- Use Archive Bar
Action
Write
- AudienceRequired
- Email AddressRequired
- Deletion Info
Action
Write
- AudienceRequired
- TagRequired
- Email AddressRequired
Action
Write
- AudienceRequired
- Email AddressRequired
- NoteRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- StoreRequired
- Email AddressRequired
Action
Search
- SearchRequired
- Audience
Action
Search
- AudienceRequired
- Tag nameRequired
Action
Search or 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
- TitleRequired
- Lead contact emailRequired
- Activity noteRequired
Action
Write
- NameRequired
Action
Write
- Customer NameRequired
- Customer Email AddressRequired
- Policy Number
- SummeryRequired
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- Customer Service Representative
- CSR Assignment Group
- Due after daysRequired
- Tag
- DescriptionRequired
Action
Write
- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
Action
Write
- Customer Name
- Pipeline
- Stage
- Created Date Start
- Created Date End
Action
Search
- Audience
- Trigger each time a subscriber opens an email
Trigger
Polling
Try It
New Audience
Triggers when a new audience is added to your MailChimp accounts.
Trigger
Polling
Try It
- AudienceRequired
- Note About Samples
Trigger
Instant
Try It
- AudienceRequired
Trigger
Instant
Try It
- AudienceRequired
- Note About Samples
Trigger
Instant
Try It
- Campaign Name
- AudienceRequired
- Segment or Tag
- Email SubjectRequired
- Preview Text
- From NameRequired
- From Email AddressRequired
- To Name
- Content Type
Action
Write
- CampaignRequired
Action
Write
- AudienceRequired
- Email AddressRequired
- Custom Event NameRequired
- Properties
Action
Write
- AudienceRequired
- Subscriber EmailRequired
- New Email
- StatusRequired
- Double Opt-In
- Update Existing
- Replace Groups
- Groups
- Language Code
- Tag(s)
Action
Write
- AudienceRequired
- Email AddressRequired
- Delete Contact
Action
Write
- CampaignRequired
Action
Write
- AudienceRequired
- TagRequired
- Email AddressRequired
Action
Write
- NameRequired
Action
Search
- AudienceRequired
- Tag nameRequired
Action
Search
- NameRequired
- Campaign Name
- AudienceRequired
- Segment or Tag
- Email SubjectRequired
- Preview Text
- From NameRequired
- From Email AddressRequired
- To Name
- Content Type
Action
Search or write
- SearchRequired
- Audience
- AudienceRequired
- Subscriber EmailRequired
- New Email
- StatusRequired
- Double Opt-In
- Update Existing
- Replace Groups
- Groups
- Language Code
- Tag(s)
Action
Search or write

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About Mailchimp

Mailchimp is an email and marketing automation platform built for growing businesses. Turn email and SMS into revenue.

Learn more

Related categories

Marketing Automation

AgencyZoom + Mailchimp

Add Mailchimp subscribers when new policies are sold in AgencyZoom

Lead Created

New Policy Sold

Service Request Status Change

Create Business Lead

Update Lead

Update Service Request

Find a Lead

New Campaign

Link Clicked

New Customer

New Order

New Subscriber in Segment or Tag

Archive Subscriber

Campaign Report

Create Tag

Create Audience

Permanently Delete Member

Remove Subscriber from Tag

Add Note to Subscriber

API Request (Beta)

Find Customer

Find a Subscriber

Find or Create Tag

Lead Status Change

Service Request Created

Create a Note

Create Personal Lead

Create Service Request

Create Task

Find Service Request

Email Opened

New Audience

New Subscriber

New Unsubscriber

New or Updated Subscriber

Create Campaign

Click Report

Create Custom Event

Add/Update Subscriber

Unsubscribe or Delete Contact

Send Campaign

Add Subscriber to Tag

Find a Campaign

Find Tag

Find or Create Campaign

Find or Create Subscriber

About AgencyZoom

Related categories

Similar apps

Zapier Forms

About Mailchimp

Related categories

Similar apps

AWeber

Campaign Monitor

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