AgencyZoom + More Good Reviews

AgencyZoom + More Good Reviews integrations

Create or update More Good Reviews customers when new policies are sold in AgencyZoom

Ensure your customer records are always up-to-date with this workflow. When a new policy is sold in AgencyZoom, corresponding client information will be created or updated in the More Good Reviews app with this convenient process. Simplify your client management and keep accurate records with this efficient solution, saving you time and avoiding potential data entry errors.

When this happens...
New Policy SoldTriggers when a new policy is sold.
TriggerInstant
automatically do this!
Create or Update a CustomerCreates or updates a customer.
ActionWrite

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More things you can do with AgencyZoom and More Good Reviews

Discover other triggers and actions you can use with AgencyZoom and More Good Reviews

Lead Created
Triggers when a new Lead is added.
Trigger
Instant
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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
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- 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

New Review
Triggers when a new review is created.
Trigger
Polling
Try It
- Email
  Required
- Phone
- Amount
  Required
- Currency
- Charge Date
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
- 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
- First Name
  Required
- Last Name
- Email
  Required
- Phone
- Signup Date
- Location Slug
Action
Write
- Email
  Required
- Phone
- Channels
  Required
- Reminders
- Ask Date
Action
Write

About AgencyZoom

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

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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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About More Good Reviews

Get more good reviews from your customers.

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Related categories

Reviews