AgencyZoom + Ricochet - Speed to Contact

AgencyZoom + Ricochet - Speed to Contact integrations

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 CreatedTriggers when a new Lead is added.
TriggerInstant
automatically do this!
Create LeadCreates a new lead.
ActionWrite

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More things you can do with AgencyZoom and Ricochet - Speed to Contact

Discover other triggers and actions you can use with AgencyZoom and Ricochet - Speed to Contact

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
Try It
Service Request Status Change
Triggers when the status of a Service Request changes.
Trigger
Instant
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- Business Name
  Required
- Contact Name
Action
Write
- Lead
  Required
Action
Write

- Service Request
  Required
- Summary
  Required
- Description
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- csr
  Required
- Due Date
- Other Producers
- Tags
Action
Write
- Field to Search By
  Required
- Create Agencyzoom lead if it doesn't exist yet?
  Required
Action
Search

Lead Status Changes
Triggers when a lead status changes.
Trigger
Polling
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- Vendor Name
  Required
- 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
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Service Request Created
Triggers when a new Service Request is created.
Trigger
Instant
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- Title
  Required
- Lead contact email
  Required
- Activity note
  Required
Action
Write
- Name
  Required
Action
Write
- Customer Name
  Required
- Customer Email Address
  Required
- Policy Number
- Summery
  Required
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- Customer Service Representative
- CSR Assignment Group
- Due after days
  Required
- Tag
- Description
  Required
Action
Write
- Title
  Required
- Assigned To
  Required
- Contact (lead or customer) email
  Required
- Type
  Required
- 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 ID
  Required
- Title
  Required
- Priority
  Required
- Appointment Type ID
- Address
- Description
- Remind
  Required
- Add to Calendar
  Required
- Invitees
Action
Write

About AgencyZoom

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

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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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

About Ricochet - Speed to Contact

Ricochet Dialer & CRM official Zapier integration

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Related categories

Phone & SMS

Sales & CRM