AgencyZoom + Mobilo Card

AgencyZoom + Mobilo Card integrations

Create personal leads in AgencyZoom for new leads in your Mobilo Card account

Streamline your lead management process with this seamless workflow. When you gain a new lead on your Mobilo Card account, it instantly creates a personal lead within the AgencyZoom app. This efficient setup saves you valuable time, eliminating manual data transfer, and ensuring immediate response to potential new business opportunities. Enjoy a more efficient, organized, and productive lead management process.

When this happens...
New Lead (For Your Account)Triggers when a new lead has been created for your own account.
TriggerPolling
automatically do this!
Create Personal LeadTriggers when a new Lead is added.
ActionWrite

Start free with email

Start free with Google

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

More things you can do with Mobilo Card and AgencyZoom

Discover other triggers and actions you can use with Mobilo Card and AgencyZoom

New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
Trigger
Polling
Try It
New Lead (For Your Organization)
Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.
Trigger
Polling
Try It
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
- 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

New Lead (For Your Group)
Triggers when a new lead has been created for your group (or department), within the organization.
Trigger
Polling
Try It
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 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.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About Mobilo Card

The Smart Business Card. Share your contact details with a tap and turn your meetings into leads. The only digital business card with data analytics and link tracking.

Learn moreLearn moreHelpHelp