AgencyZoom + MailerLite

Generate or update MailerLite subscribers when new policies are sold in AgencyZoom

When a new policy is sold via AgencyZoom, this workflow ensures a corresponding update or creation of a subscriber in the MailerLite application. This seamless integration between AgencyZoom and MailerLite simplifies your contact management and customer communication by updating your subscriber list instantly. This setup saves you time and enhances efficiency in your insurance business, thereby enabling you to focus more on client service and policy sales.

When this happens...
New Policy Sold
Triggers when a new policy is sold.
TriggerInstant
automatically do this!
Create or Update Subscriber
Create a new subscriber or Update an existing subscriber based on their email.
ActionWrite

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Supported triggers and actions

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 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

Subscriber Clicked Campaign Link
Triggers when a subscriber clicks a link in a campaign.
Trigger
Instant
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Campaign Sent
Triggers when a campaign has been sent out.
Trigger
Instant
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- Subscriber GroupRequired
Trigger
Instant
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Subscriber Bounced
Triggers when an email to a subscriber bounces.
Trigger
Instant
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Subscriber Deleted
Triggers when a subscriber is deleted or forgotten.
Trigger
Instant
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- AutomationRequired
Trigger
Instant
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Subscriber Fields Updated
Triggers when the subscriber fields have been updated.
Trigger
Instant
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- EmailRequired
- New EmailRequired
Action
Write
- Group nameRequired
Action
Write
- Subscriber GroupRequired
- EmailRequired
Action
Write
- EmailRequired
Action
Write
- Email or nameRequired
Action
Search

Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
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Service Request Created
Triggers when a new Service Request is created.
Trigger
Instant
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- 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
Subscriber Opened Campaign
Triggers when a subscriber opens a campaign.
Trigger
Instant
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Spam Complaint
Triggers when a subscriber issues a spam complaint about an email.
Trigger
Instant
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- AutomationRequired
Trigger
Instant
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Subscriber Created
Triggers when a subscriber was created on your mailing list.
Trigger
Instant
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- Subscriber GroupRequired
Trigger
Instant
Try It
Subscriber Unsubscribed
Triggers when a subscriber has unsubscribed from your mailing list.
Trigger
Instant
Try It
- Subscriber GroupRequired
- EmailRequired
Action
Write
- Campaign nameRequired
- Email subjectRequired
- Email sender nameRequired
- Email from addressRequired
- Email contentRequired
- Subscriber Groups
- Subscriber Segments
Action
Write
- Subscriber Groups
- EmailRequired
- Resubscribe
Action
Write
- Campaign nameRequired
- Email subjectRequired
- Email sender nameRequired
- Email from addressRequired
- Email contentRequired
- Subscriber Groups
- Subscriber Segments
Action
Write
- Group nameRequired
Action
Search

About AgencyZoom

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

Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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

About MailerLite

MailerLite’s super-fast email marketing platform helps you grow your business online using innovative email designs, automations, email segmentation and intuitive no-code tools to create websites, landing pages, and signup forms.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Forms

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

Related Zap Templates

Create or update MailerLite subscribers when new AgencyZoom leads are created

Add new MailerLite subscribers to groups and create personal leads in AgencyZoom

AgencyZoom + MailerLite

Generate or update MailerLite 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

Subscriber Clicked Campaign Link

Campaign Sent

Subscriber Added to Group

Subscriber Bounced

Subscriber Deleted

Subscriber Triggered Automation

Subscriber Fields Updated

Change Subscriber Email

Create Subscribers Group

Remove Subscriber From a Group

Unsubscribe Subscriber

Find a Subscriber

Lead Status Change

Service Request Created

Create a Note

Create Personal Lead

Create Service Request

Create Task

Find Service Request

Subscriber Opened Campaign

Spam Complaint

Subscriber Completed Automation

Subscriber Created

Subscriber Removed From Group

Subscriber Unsubscribed

Add Subscriber to a Group

Create a Draft Campaign

Create or Update Subscriber

Send a Campaign

Find a Group

About AgencyZoom

Related categories

Similar apps

Zapier Forms

About MailerLite

Related categories

Similar apps

Zapier Forms

Related Zap Templates

Related Zap Templates