AgencyZoom + Plecto
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.
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 Sold
Triggers when a new policy is sold.
- automatically do this!Create New Registration
Creates a new registration.
- Free forever for core features
- 14 day trial for premium features & apps
Lead Created
Triggers when a new Lead is added.
Try ItNew Policy Sold
Triggers when a new policy is sold.
Try ItBusiness NameRequired
Contact Name
LeadRequired
Lead Status Change
Triggers when the status of a Lead changes.
Try ItTitleRequired
Lead contact emailRequired
Activity noteRequired
NameRequired
Customer NameRequired
Customer Email AddressRequired
Policy Number
SummeryRequired
CategoryRequired
PriorityRequired
PipelineRequired
StageRequired
Customer Service Representative
CSR Assignment Group
Due after daysRequired
Tag
DescriptionRequired
