AgencyZoom + SALT + Formatter by Zapier
AgencyZoom + SALT + Formatter by Zapier
AgencyZoom + SALT integrations
Add new SALT contacts as AgencyZoom leads
Find or create a contact in AgencyZoom whenever a new primary contact is created via a prospect or agency submission in SALT.
- When this happens...New ContactTriggers when a contact is created.
- automatically do this...Date / TimeWork with dates and times to change formatting or add/subtract time (with line-item support).
- then do this!Find a LeadSearch for Lead by id, email, phone, or name.
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More things you can do with these apps
Discover other triggers and actions you can use with SALT, Formatter by Zapier, and more
- 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
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About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.