AgencyZoom + SALT
AgencyZoom + SALT
Create personal leads in AgencyZoom from new submissions in SALT
Streamline your sales process with automated notifications! Every time a new submission is created in SALT, a personal lead is instantly created in AgencyZoom. This connects your teams more efficiently, quickly addressing potential leads and reducing the need for manual data entry. Focus more on essential tasks with this efficient workflow, enhancing your lead management process.
- When this happens...Submission CreatedTriggers when a prospect starts a new submission or an agent creates a new submission.
- automatically do this!Create Personal LeadTriggers when a new Lead is added.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with SALT and AgencyZoom
Discover other triggers and actions you can use with SALT and AgencyZoom
- New Contact
Triggers when a contact is created.
Try ItTriggerInstant - Form Progress
Triggers when a prospect moves forward on a SALT form.
Try ItTriggerInstant - Submission Assignment Change
Triggers when a submission's employee assignment is set or changed.
Try ItTriggerInstant - Submission Created
Triggers when a prospect starts a new submission or an agent creates a new submission.
Try ItTriggerInstant
- Contact Updated
Triggers when a contact is updated.
Try ItTriggerInstant - Rater Confirmation
Triggers when SALT has received a response from the rater
Try ItTriggerInstant - Submission Complete
Triggers when a prospect completes a form submission.
Try ItTriggerInstant - Document Upload
Triggers when a document is uploaded to a submission.
Try ItTriggerInstant
