AgencyZoom + SALT + Formatter by Zapier
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.
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 Contact
Triggers when a contact is created.
- automatically do this...Date / Time
Work with dates and times to change formatting or add/subtract time (with line-item support).
- then do this!Find a Lead
Search for Lead by id, email, phone, or name.
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- 14 day trial for premium features & apps
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
