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.
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.
- automatically do this!Create Lead
Creates a new lead.
- Free forever for core features
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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
