AgencyZoom + Ricochet - Speed to Contact

Create new leads in Ricochet - Speed to Contact from newly created leads in AgencyZoom

Create a seamless workflow between AgencyZoom and Ricochet - Speed to Contact with this automation. When a new lead emerges in AgencyZoom, the workflow kicks into action, instantly creating a corresponding lead in Ricochet - Speed to Contact. This not only accelerates your contact processes but also eliminates manual data entry, making your lead management more efficient and less time-consuming.

When this happens...
Lead Created
Triggers when a new Lead is added.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead.
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

Lead Status Changes
Triggers when a lead status changes.
Trigger
Polling
Try It
- Vendor NameRequired
- First Name
- Last Name
- Phone Number
- State
- Status
- Company Name
- Email
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
- 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
Triggers when a new lead created.
Trigger
Polling
Try It
- Lead IDRequired
- TitleRequired
- PriorityRequired
- Appointment Type ID
- Address
- Description
- RemindRequired
- Add to CalendarRequired
- Invitees
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 Ricochet - Speed to Contact

Ricochet Dialer & CRM official Zapier integration

AgencyZoom + Ricochet - Speed to Contact

Create new leads in Ricochet - Speed to Contact from newly created leads 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

Lead Status Changes

Create Lead

Lead Status Change

Service Request Created

Create a Note

Create Personal Lead

Create Service Request

Create Task

Find Service Request

New Lead

Create Task

About AgencyZoom

Related categories

Similar apps

Zapier Forms

About Ricochet - Speed to Contact

Related categories