AgencyZoom + SALT
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.
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 Complete
Triggers when a prospect completes a form submission.
- automatically do this...Find a Lead
Search for Lead by id, email, phone, or name.
- then do this!Create Task
Create a task in Agencyzoom.
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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
