AgencyZoom + QuoteRUSH

Create and manage new leads in QuoteRUSH when new leads are created in AgencyZoom

Streamline your insurance sales process with this AgencyZoom to QuoteRUSH workflow. The moment a new lead is detected in AgencyZoom, the information gets transferred directly to QuoteRush, creating a new lead instantly. This seamless data transfer saves time, reduces manual entry, and ensures you never miss an opportunity to connect with a potential client. Nurture your leads more effectively with this swift and efficient process.

When this happens...
Lead Created
Triggers when a new Lead is added.
TriggerInstant
automatically do this!
Add Lead
This action imports a lead into QuoteRUSH
ActionWrite

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Supported triggers and actions

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
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Service Request Status Change
Triggers when the status of a Service Request changes.
Trigger
Instant
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- Business NameRequired
- Contact Name
Action
Write
- LeadRequired
Action
Write

- Service RequestRequired
- SummaryRequired
- Description
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- csrRequired
- Due Date
- Other Producers
- Tags
Action
Write
- Field to Search ByRequired
- Create Agencyzoom lead if it doesn't exist yet?Required
Action
Search

Lead Modified
This trigger polls for modified leads.
Trigger
Polling
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- First NameRequired
- Middle Name
- Last NameRequired
- Gender
- Date of Birth
- Email Address
- Phone Number
- Credit Permission (Yes or No)
- Assumed Credit Score
- Marital Status
- Industry
- Occupation
- Mailing Address (Line 1)
- Mailing Address (Line 2)
- Mailing City
- Mailing State
- Mailing Zipcode
- Type of Homeowner's Policy
- Property Address (Line 1)
- Property Address (Line 2)
- Property City
- Property State
- Property Zipcode
- New Purchase
- Co-Applicant First Name
- Co-Applicant Middle Name
- Co-Applicant Last Name
- Co-Applicant Gender
- Co-Applicant Date of Birth (mm/dd/yyyy)
- Co-Applicant E-Mail Address
- Co-Applicant Phone Number
- Co-Applicant Marital Status
- Co-Applicant Industry
- Co-Applicant Occupation
- Lead Source
- Gated Community
- Year Built
- Square Feet
- Dwelling (CoverageA)
- Number of Stories
- Usage Type
- Type of Pool
- Wall Type
- Structure Type
- Type of Foundation
- Wall Construction
- Roof Shape
- Roof Material
- Roof Update Type
- Roof Update Year
- Plumbing Update Type
- Plumbing Update Year
- Heating / AC Update Type
- Heating Update Year
- Water Heater Update Year
- Electrical Update Type
- Electrical Update Year
- Previous Address Line 1
- Previous Address Line 2
- Previous Address City
- Previous Address Zipcode
- Previous Address State
- Last Month at Previous Address
- Last Year at Previous Address
- Burglar Alarm
- Dog Breed(s)
- Currently Insured (Property)
- Current Carrier (Property)
- Current Expiration Date (Property)
- Current Annual Premium (Property)
- Effective Date for Policy (Property)
- Months Owner Occupied
- Purchase Price
- Purchase Date
- Current Carrier (Auto Policy)
- Current Policy Expiration Date (Auto Policy)
- Current Annual Premium (Auto Policy)
- Bodily Injury Coverage Amount (Auto Policy)
- Property Damage Coverage (Auto Policy)
- Medical Payments Coverage (Auto Policy)
- Uninsured Motorist Bodily Injury Coverage (Auto Policy)
- PIP Deductible (Auto Policy)
- Wage Loss Coverage (Auto Policy)
- Current Policy Liability Limits (Auto Policy)
- Years Continuously Insured (Auto Policy)
- Desired Policy Term (Auto Policy)
- EFT Payments
- Number of Years with Current Carrier (Auto Policy)
- Effective Date for Policy (Auto Policy)
- Residence Type (Auto Policy)
- Vehicle 1 Year
- Vehicle 1 Make
- Vehicle 1 Model
- Vehicle 1 VIN Number
- Vehicle 1 Ownership Status
- Vehicle 1 Comprehensive Deductible
- Vehicle 1 Collision Deductible
- Vehicle 2 Year
- Vehicle 2 Make
- Vehicle 2 Model
- Vehicle 2 VIN Number
- Vehicle 2 Ownership Status
- Vehicle 2 Comprehensive Deductible
- Vehicle 2 Collision Deductible
- Vehicle 3 Year
- Vehicle 3 Make
- Vehicle 3 Model
- Vehicle 3 VIN Number
- Vehicle 3 Ownership Status
- Vehicle 3 Comprehensive Deductible
- Vehicle 3 Collision Deductible
- Vehicle 4 Year
- Vehicle 4 Make
- Vehicle 4 Model
- Vehicle 4 VIN Number
- Vehicle 4 Ownership Status
- Vehicle 4 Comprehensive Deductible
- Vehicle 4 Collision Deductible
- Vehicle 1 Vehicle Use
- Vehicle 2 Vehicle Use
- Vehicle 3 Vehicle Use
- Vehicle 4 Use Type
- Vehicle 1 Miles One Way
- Vehicle 2 Miles One Way
- Vehicle 3 Miles One Way
- Vehicle 4 Miles One Way
- Vehicle 1 Towing Coverage
- Vehicle 2 Towing Coverage
- Vehicle 3 Towing Coverage
- Vehicle 4 Towing Coverage
- Vehicle 1 Rental Coverage
- Vehicle 2 Rental Coverage
- Vehicle 3 Rental Coverage
- Vehicle 4 Rental Coverage
- Driver 1 First Name
- Driver 1 Middle Name
- Driver 1 Last Name
- Driver 1 Gender
- Driver 1 License Number
- Driver 1 License State
- Driver 1 Date of Birth
- Driver 1 Marital Status
- Driver 1 Education Level
- Driver 1 Age First Licensed
- Driver 2 First Name
- Driver 2 Middle Name
- Driver 2 Last Name
- Driver 2 Gender
- Driver 2 License Number
- Driver 2 License State
- Driver 2 Date of Birth
- Driver 2 Marital Status
- Driver 2 Education Level
- Driver 2 Age First Licensed
- Driver 1 Industry
- Driver 1 Occupation
- Driver 2 Industry
- Driver 2 Occupation
- Driver 3 First Name
- Driver 3 Middle Name
- Driver 3 Last Name
- Driver 3 Gender
- Driver 3 License Number
- Driver 3 License State
- Driver 3 Date of Birth
- Driver 3 Marital Status
- Driver 3 Education Level
- Driver 3 Age First Licensed
- Driver 3 Industry
- Driver 3 Occupation
- Driver 4 First Name
- Driver 4 Middle Name
- Driver 4 Last Name
- Driver 4 Gender
- Driver 4 License Number
- Driver 4 License State
- Driver 4 Date of Birth
- Driver 4 Marital Status
- Driver 4 Education Level
- Driver 4 Age First Licensed
- Driver 4 Industry
- Driver 4 Occupation
- Manufacturer (Mobile Home only)
- Make (Mobile Home only)
- Model (Mobile Home only)
- Length (Mobile Home only)
- Width (Mobile Home only)
- Name of Mobile Home Park (Mobile Home only)
Action
Write

Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
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Service Request Created
Triggers when a new Service Request is created.
Trigger
Instant
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- 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
- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
Action
Write
- Customer Name
- Pipeline
- Stage
- Created Date Start
- Created Date End
Action
Search
New Lead Added
Triggers when a new lead is added.
Trigger
Polling
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