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.
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 Created
Triggers when a prospect starts a new submission or an agent creates a new submission.
- automatically do this!Create Personal Lead
Triggers when a new Lead is added.
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New Contact
Triggers when a contact is created.
Try ItForm Progress
Triggers when a prospect moves forward on a SALT form.
Try ItSubmission Complete
Triggers when a prospect completes a form submission.
Try ItDocument Upload
Triggers when a document is uploaded to a submission.
Try It
Contact Updated
Triggers when a contact is updated.
Try ItSubmission Assignment Change
Triggers when a submission's employee assignment is set or changed.
Try ItSubmission Created
Triggers when a prospect starts a new submission or an agent creates a new submission.
Try ItSubmission Sent To Rater
Triggers when a submission is sent to the agency's comparative rater.
Try It
