AgencyZoom + Ramsey Pro Portal + Filter by Zapier

Update opportunity statuses in the Ramsey Pro Portal for new lead status changes in AgencyZoom

Are you tired of making status updates to your opportunities in both AgencyZoom and the Ramsey Pro Portal? Now with the help of Zapier, this tedious work is done for you! This integration will update your opportunity statuses within the Ramsey Pro portal whenever a lead status changes in AgencyZoom.

When this happens...
Lead Status Change
Triggers when the status of a Lead changes.
TriggerInstant
automatically do this...
Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Update Opportunity Status
Updates an Opportunity Status within the RamseyTrusted Pro Portal.
ActionWrite

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Supported triggers and actions

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

- Only continue if...Required
Action
Filter

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
- 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
- Primary CRM StatusRequired
- Secondary CRM Status (optional)
- Opportunity EmailRequired
- Policy Amount (optional)
Action
Write

About AgencyZoom

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Ramsey Pro Portal

Ramsey Pro Portal is a tool to view, manage and communicate with RamseyTrusted Referrals.

Learn more

Related categories

CRM (Customer Relationship Management)

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Learn more

AgencyZoom + Ramsey Pro Portal + Filter by Zapier

Update opportunity statuses in the Ramsey Pro Portal for new lead status changes in AgencyZoom

Supported triggers and actions

Lead Created

New Policy Sold

Service Request Status Change

Create Business Lead

Update Lead

Update Service Request

Find a Lead

Only continue if...

Lead Status Change

Service Request Created

Create a Note

Create Personal Lead

Create Service Request

Create Task

Find Service Request

Update Opportunity Status

About AgencyZoom

Related categories

Similar apps

Zapier Forms

About Ramsey Pro Portal

Related categories

About Filter by Zapier

Related categories