AgencyZoom + SALT

AgencyZoom + SALT integrations

Create tasks for leads in AgencyZoom when new submissions complete in SALT

Efficiently follow up with your new leads with this Zap. It automatically generates a task for a lead in AgencyZoom whenever a new submission completes in SALT.

When this happens...
Submission CompleteTriggers when a prospect completes a form submission.
TriggerInstant
automatically do this...
Find a LeadSearch for Lead by id, email, phone, or name.
ActionSearch
then do this!
Create TaskCreate a task in Agencyzoom.
ActionWrite

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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.
Trigger
Instant
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Form Progress
Triggers when a prospect moves forward on a SALT form.
Trigger
Instant
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Submission Assignment Change
Triggers when a submission's employee assignment is set or changed.
Trigger
Instant
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Submission Created
Triggers when a prospect starts a new submission or an agent creates a new submission.
Trigger
Instant
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Submission Sent to Rater
Triggers when a submission is sent to the agency's comparative rater.
Trigger
Instant
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Submission Tag Change
Triggers when a submission's tags are changed.
Trigger
Instant
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Lead Created
Triggers when a new Lead is added.
Trigger
Instant
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New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
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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

Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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Rater Confirmation
Triggers when SALT has received a response from the rater
Trigger
Instant
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Submission Complete
Triggers when a prospect completes a form submission.
Trigger
Instant
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Document Upload
Triggers when a document is uploaded to a submission.
Trigger
Instant
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Submission Status Change
Triggers when a submission's status is changed.
Trigger
Instant
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- Submission ID
  Required
Action
Write
Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
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Service Request Created
Triggers when a new Service Request is created.
Trigger
Instant
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- 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

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About SALT

SALT is a digital insurance application for independent insurance agents.

HelpHelp

Related categories

Forms & Surveys

Related Zap Templates

Add new SALT contacts as AgencyZoom leads

Create personal leads in AgencyZoom from new completed submissions in SALT