Refound your company for the AI era at ZapConnect 2026. Save your spot →

AgencyZoom + Rosie

AgencyZoom + Rosie integrations

Create new personal leads in AgencyZoom from new calls in Rosie

Improve your efficiency with this automated workflow between Rosie and AgencyZoom. On doing a new call in Rosie, a personal lead will be created in AgencyZoom instantly. This helps to increase lead generation and streamline your work processes, cutting down time spent on manual data entry.

When this happens...
New CallTriggers when a new call has been added.
TriggerInstant
automatically do this!
Create Personal LeadTriggers when a new Lead is added.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Rosie and AgencyZoom

Discover other triggers and actions you can use with Rosie and AgencyZoom

New Booking
Triggers when a new booking is created.
Trigger
Instant
Try It
- Conversation Type
Trigger
Instant
Try It
Yelp Reply Ready
Triggers when Rosie or your team has a message for a Yelp customer. Add the Yelp Leads "Create Message" step after it to post the message in the customer's Yelp thread.
Trigger
Instant
Try It
Lead Created
Triggers when a new Lead is added.
Trigger
Instant
Try It
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
- 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 Call
Triggers when a new call has been added.
Trigger
Instant
Try It
- Conversation Type
Trigger
Instant
Try It
- Yelp Lead ID
  Required
- Customer Message
  Required
- Customer Name
- Yelp Business ID
- Message ID
Action
Write
Lead Stage Change
Triggers when the stage of a Lead changes.
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 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

About AgencyZoom

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About Rosie

Rosie is an AI answering service for businesses. Grow your business while Rosie answers your phone calls, takes messages and sets appointments 24/7.

Learn moreLearn moreHelpHelp

Related categories

AI Assistants

Related Zap Templates

Create new tasks in AgencyZoom from new calls in Rosie

Related Zap Templates

Create new tasks in AgencyZoom from new calls in Rosie