AgencyZoom + Plecto

AgencyZoom + Plecto integrations

Create new Plecto registrations for newly sold AgencyZoom policies

Effortlessly streamline your sales and performance tracking process with this AgencyZoom and Plecto integration. Whenever a new policy is sold in AgencyZoom, a registration will be created in Plecto instantly. This seamless workflow saves time and ensures accurate data entry, helping your team stay focused on selling more policies and boosting company performance.

When this happens...
New Policy SoldTriggers when a new policy is sold.
TriggerInstant
automatically do this!
Create New RegistrationCreates a new registration.
ActionWrite

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More things you can do with AgencyZoom and Plecto

Discover other triggers and actions you can use with AgencyZoom and Plecto

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

- Integration Name
  Required
- User ID
  Required
- User Name
  Required
- Data Source
  Required
- Date
- External ID
  Required
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

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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About Plecto

Helps your sales and customer service employees reach their targets every month.

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Related categories

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