AgencyZoom + Mailparser

Create personal leads in AgencyZoom from new email parsed in Mailparser

Save time and streamline your lead management process with this efficient workflow that connects Mailparser and AgencyZoom. When you receive a new parsed email in Mailparser, this automation will instantly create a personal lead in AgencyZoom, ensuring that you never miss a potential opportunity. Stay organized and enhance your productivity by letting this workflow handle your lead creation tasks.

When this happens...
New Email Parsed
Triggers when a new email is parsed in an inbox.
TriggerInstant
automatically do this!
Create Personal Lead
Triggers when a new Lead is added.
ActionWrite

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Supported triggers and actions

What does this mean?

- InboxRequired
Trigger
Instant
Try It
Lead Status Change
Triggers when the status of a Lead changes.
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

- Field to Search ByRequired
- Create Agencyzoom lead if it doesn't exist yet?Required
Action
Search

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
- Business NameRequired
- Contact Name
Action
Write
- LeadRequired
Action
Write
- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
Action
Write

About AgencyZoom

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

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Mailparser

Send emails to Mailparser, get structured data in return. Leads, Contact Forms, eCommerce, Shipping Notes, Attachments, Customer Info & more.

Learn more Help

Related categories

Similar apps

Email Parser by Zapier

Email, Zapier

Docparser

Documents

PRODUCTS

CAPABILITIES

By team

AgencyZoom + Mailparser

Create personal leads in AgencyZoom from new email parsed in Mailparser

New Email Parsed

Lead Status Change

Create a Note

TitleRequired

Lead contact emailRequired

Activity noteRequired

Create Personal Lead

NameRequired

Create Service Request

Customer NameRequired

Customer Email AddressRequired

Policy Number

SummeryRequired

CategoryRequired

PriorityRequired

PipelineRequired

StageRequired

Customer Service Representative

CSR Assignment Group

Due after daysRequired

Tag

DescriptionRequired

Find a Lead

Field to Search ByRequired

Create Agencyzoom lead if it doesn't exist yet?Required

Lead Created

New Policy Sold

Create Business Lead

Business NameRequired

Contact Name

Update Lead

LeadRequired

Create Task

TitleRequired

Assigned ToRequired

Contact (lead or customer) emailRequired

TypeRequired

Comments

Task Date (and time)Required

About AgencyZoom

Related categories

Similar apps

Zapier Interfaces

About Mailparser

Related categories

Similar apps

Email Parser by Zapier

Docparser

Parserr