AgencyZoom + SalesScreen

AgencyZoom + SalesScreen integrations

Create activities in SalesScreen when new policies are sold in AgencyZoom

When a new policy gets sold via AgencyZoom, this automation initiatively creates an activity in SalesScreen. This speeds up your workflow, allowing your sales team to track their success instantly. This method efficiently solves the problem of manual data entry between the two platforms, improving productivity and enhancing your sales monitoring process.

When this happens...
New Policy SoldTriggers when a new policy is sold.
TriggerInstant
automatically do this!
Create ActivityCreates a new record in SalesScreen.
ActionWrite

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More things you can do with AgencyZoom and SalesScreen

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

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
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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

- External User ID
  Required
- Email
  Required
- Name
  Required
- External Team
- App
Action
Write
- External User ID
  Required
- App
Action
Search

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
- External Record ID
  Required
- External User ID
  Required
- Activity Type
  Required
- Date
- App
Action
Write
- External User ID
  Required
- App
- Email
  Required
- Name
  Required
- External Team
Action
Search or 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 SalesScreen

SalesScreen is a sales performance management tool that helps teams to be more focused, motivated and productive.

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Related categories

Dashboards