AgencyZoom + Perspective

Create new business leads in AgencyZoom from new leads via funnel in Perspective

Turn new leads from Perspective into business opportunities in AgencyZoom with this efficient workflow. Once set up, each time you gain a new lead via Funnel in Perspective, a business lead will be generated in AgencyZoom. This allows for a seamless transition of information, ensuring no business opportunity is missed.

When this happens...
New Lead via Funnel
Triggers when a new lead is created via a funnel.
TriggerInstant
automatically do this!
Create Business Lead
Create a business lead in Agencyzoom.
ActionWrite

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Supported triggers and actions

- FunnelRequired
Trigger
Instant
Try It
- FunnelRequired
Action
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

- FunnelRequired
Trigger
Instant
Try It
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
- 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