AgencyZoom + Mobilo Card
Create AgencyZoom business leads from new Mobilo Card leads
Streamline your lead management process with this convenient workflow. Whenever you get a new lead in Mobilo Card, this automates the creation of a business lead in AgencyZoom. This not only saves time but also ensures no potential client slips through the cracks, making your lead management more efficient and effective. A great solution for businesses looking to optimize their lead tracking process.
Streamline your lead management process with this convenient workflow. Whenever you get a new lead in Mobilo Card, this automates the creation of a business lead in AgencyZoom. This not only saves time but also ensures no potential client slips through the cracks, making your lead management more efficient and effective. A great solution for businesses looking to optimize their lead tracking process.
- When this happens...New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
- automatically do this!Create Business Lead
Create a business lead in Agencyzoom.
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New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
Try ItNew 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.
Try ItLead Status Change
Triggers when the status of a Lead changes.
Try ItService Request Created
Triggers when a new Service Request is created.
Try It
New Lead (For Your Group)
Triggers when a new lead has been created for your group (or department), within the organization.
Try ItLead Created
Triggers when a new Lead is added.
Try ItNew Policy Sold
Triggers when a new policy is sold.
Try ItService Request Status Change
Triggers when the status of a Service Request changes.
Try It
