AgencyZoom + Manychat

AgencyZoom + Manychat integrations

Create new AgencyZoom leads from new tagged users in Manychat

Augustment your lead management strategy with this efficient workflow. When a new user gets tagged in Manychat, their details are instantly transitioned into AgencyZoom to create a personal lead. This saves time spent on manual data input and ensures each tagged user is swiftly navigated through your sales pipeline. Simplify your lead generation process and ensure no potential client slips through the cracks with this streamlined process.

When this happens...
New Tagged UserTriggers when a new tag is added to a user.
TriggerInstant
automatically do this!
Create Personal LeadTriggers when a new Lead is added.
ActionWrite

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More things you can do with Manychat and AgencyZoom

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

Chat Opened
Triggers when a chat is opened with a user.
Trigger
Instant
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New Order Paid
Triggers when a user has purchased an order.
Trigger
Instant
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- Custom Field
  Required
Trigger
Instant
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- User
  Required
- Tag
  Required
Action
Write
- User
  Required
- Tag
  Required
Action
Write

- User
  Required
- Content
  Required
Action
Write
- User
  Required
- Custom Field
  Required
- Value
  Required
Action
Write

- User
  Required
- Sequence
  Required
Action
Write
- Custom Field
  Required
Action
Search
- Name
  Required
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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- 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

- Event
  Required
Trigger
Instant
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New Subscriber
Triggers when a user subscribes to your page.
Trigger
Instant
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- Tag
  Required
Trigger
Instant
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- First Name
- Last Name
- Phone
- WhatsApp Phone
- Email
- Gender
- Has_opt_in_sms
- Has_opt_in_email
- Consent_phrase
Action
Write
- User
  Required
- Message tag
- Json dynamic message
  Required
Action
Write
- User
  Required
- Message tag
- Message text
  Required
Action
Write
- User
  Required
- Sequence
  Required
Action
Write
- Order ID
  Required
Action
Search
- User ID
  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
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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

About AgencyZoom

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

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About Manychat

Manychat is an all-in-one Messenger Marketing platform. Create your Facebook Messenger bot for marketing, sales and support with our simple drag'n'drop builder. Effectively promote with built-in tools for growing audience. Start today – it's easy and free.

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