AgencyZoom + MessageDesk

Add or update MessageDesk contacts every time new policies are sold in AgencyZoom

Ensure swift communication with your clients upon policy purchase with this workflow. When a new policy is sold through AgencyZoom, it will update or add contact details within your MessageDesk app instantly. Streamlining communication, it empowers you to easily manage your interactions and enhances client engagement. Simplify your workflow and keep client communication top-notch with this automation.

When this happens...
New Policy Sold
Triggers when a new policy is sold.
TriggerInstant
automatically do this!
Add or Update Contact
Creates a contact or updates them if they already exist
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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

- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Phone NumberRequired
Action
Write
- WorkspaceRequired
- Phone NumberRequired
Action
Write
- WorkspaceRequired
- Phone NumberRequired
Action
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
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Contact Phone NumberRequired
- Contact First Name
- Contact Last Name
- Contact Email Address
- Extension Value
Action
Write
- Phone NumberRequired
- Message TextRequired
- WorkspaceRequired
- DateRequired
- Before/AfterRequired
- DaysRequired
- Time of DayRequired
- TimezoneRequired
Action
Write
- WorkspaceRequired
- Message TextRequired
- Phone NumberRequired
- Create ContactRequired
Action
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 MessageDesk

MessageDesk is a text messaging service that allows you to schedule text messages, save templates, automate recurring message sends, send out mass broadcast sends and more

Related categories

Communication

Related Zap Templates

Create notes in AgencyZoom for every new message received in MessageDesk

Create or update MessageDesk contacts when new leads are generated in AgencyZoom

Create tasks in AgencyZoom when new messages are received in MessageDesk

AgencyZoom + MessageDesk

Add or update MessageDesk contacts every time new policies are sold in AgencyZoom

Supported triggers and actions

Lead Created

New Policy Sold

Service Request Status Change

Create Business Lead

Update Lead

Update Service Request

Find a Lead

Chatbot Form Submitted

Contact Updated

Form Submitted

Message Scheduled

Add Contact to Group

Remove Contact From Group

Send Template to Contact

Lead Status Change

Service Request Created

Create a Note

Create Personal Lead

Create Service Request

Create Task

Find Service Request

Contact Added to Group

Custom Field Updated

Message Received

Message Sent

Add or Update Contact

Schedule Message to Contact

Send Message to Contact

About AgencyZoom

Related categories

Similar apps

Zapier Forms

About MessageDesk

Related categories

Related Zap Templates

Related Zap Templates