AgencyZoom + Microsoft Outlook

Generate fresh AgencyZoom leads from new Microsoft Outlook emails

Streamline your lead generation process with this straightforward workflow. When you receive a new email in Microsoft Outlook, it triggers the creation of a personal lead in AgencyZoom. This not only helps in timely lead capture but also reduces manual data entry, freeing up time for you to focus more on your potential clients. Enhance your lead management and increase productivity with this easy-to-setup automation.

When this happens...
New Email
Triggers when a new e-mail is received in your inbox.
TriggerPolling
automatically do this!
Create Personal Lead
Triggers when a new Lead is added.
ActionWrite

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Supported triggers and actions

- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Trigger
Polling
Try It
- Parent FolderRequired
- Child Folder
Trigger
Polling
Try It
- Contact Folder
Trigger
Polling
Try It
- Parent Folder
- Child Folder
- Search termsRequired
- Note
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It

- Event
- Merge with existing attendees?
- Attendees
Action
Write
- Calendar
- SubjectRequired
- Start Date & TimeRequired
- End Date & TimeRequired
- Location Name
- Sensitivity
- Attendees
- Is this an All Day Event?
- Description
- Show me as Free or Busy
- Is this an Online Meeting?
Action
Write

- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Contact to DeleteRequired
Action
Write
- Email IDRequired
- To RecipientsRequired
- Comment
- Send From
Action
Write
- Email IDRequired
- Comment
Action
Write
- From Email
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- Contact Folder
- ContactRequired
- First Name
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Calendar
- Search TermRequired
- Start Date & Time
- End Date & Time
Action
Search
- Search Info
- Search ValueRequired
Action
Search
- Calendar
- Start Date & TimeRequired
- End Date & TimeRequired
- Select Fields
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

Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
Try It
- Calendar
Trigger
Polling
Try It
- Shared Inbox
Trigger
Polling
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Polling
Try It
- Calendar
Trigger
Polling
Try It
- Email IDRequired
- CategoriesRequired
- Mark as Read
Action
Write
- Contact Folder
- First NameRequired
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Email IDRequired
- To Email(s)
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
- Body
- Attachment
- Action for Files Larger Than 150MB
- Reply to All
Action
Write
- EventRequired
Action
Write
- Email IDRequired
- Destination FolderRequired
Action
Write
- Draft Email IDRequired
- Send From
Action
Write
- Event
- Subject
- Start Date & Time
- End Date & Time
- All Day Event?
- Is Online Meeting?
- Hide attendees list?
- Description
- Show me as Free or Busy
- The importance of the event
- Merge with existing attendees?
- Attendees
- Categories
- Location
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search
- Folder Info
- FolderRequired
- Search Terms
- From Address
- Start Date
- End Date
Action
Search
- Contact Folder
- First NameRequired
- Last Name
- Email
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write
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

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 Interfaces

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

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Learn more

Related categories

Similar apps

Gmail

Email, Google

AgencyZoom + Microsoft Outlook

Generate fresh AgencyZoom leads from new Microsoft Outlook emails

Calendar Event Start

New Attachment

New Contact

New Email Matching Search

New Message in Folder

Add Attendees to Calendar Event

Create Event

Create Draft Email

Delete Contact

Forward Email

Reply to Email

Send Email

Update Contact

Find Calendar Events

Find Emails

Get Calendar Events in Date Range

Lead Created

New Policy Sold

Create Business Lead

Update Lead

Create Task

Cancelled Calendar Event

New Calendar Event

New Email

New Flagged Email

Updated Calendar Event

Add Category to Email

Create Contact

Create Draft Reply

Delete Event

Move Email to Folder

Send Draft Email

Update Calendar Event

API Request (Beta)

Find Contacts

Find Emails in Specific Folder

Find or Create Contact

Lead Status Change

Create a Note

Create Personal Lead

Create Service Request

Find a Lead

About AgencyZoom

Related categories

Similar apps

Zapier Interfaces

About Microsoft Outlook

Related categories

Similar apps

Gmail

Zoho Mail

Related Zap Templates

Related Zap Templates