AgencyZoom + roomvu

Create personal leads in AgencyZoom from new leads in roomvu

Easily manage your leads with this Roomvu to AgencyZoom workflow. When a new lead is identified within Roomvu, details are swiftly sent to AgencyZoom to create a personal lead. This unique automation ensures that all new leads are tracked effectively so you can focus on engagement, without worrying about manual data transfer.

When this happens...
New Lead
Triggers when a new lead is captured under your account on roomvu.
TriggerPolling
automatically do this!
Create Personal Lead
Triggers when a new Lead is added.
ActionWrite

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Supported triggers and actions

New Content
Triggers when a new scheduled content is published under your account on roomvu.
Trigger
Polling
Try It
- Lead NameRequired
- Lead EmailRequired
- Lead Phone Number
- Lead Message
- Lead Address
- Lead Income
- Lead Rent
- Run Journey
Action
Write
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
- Business NameRequired
- Contact Name
Action
Write

- LeadRequired
Action
Write
- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
Action
Write

New Lead
Triggers when a new lead is captured under your account on roomvu.
Trigger
Polling
Try It
- Lead NameRequired
Action
Search
Lead Status Change
Triggers when the status of a Lead changes.
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
- Field to Search ByRequired
- Create Agencyzoom lead if it doesn't exist yet?Required
Action
Search