AgencyZoom + Slybroadcast
Start new Slybroadcast campaign using audio files when new policies are sold in AgencyZoom
Start a new marketing campaign swiftly and effectively every time a new policy is sold with AgencyZoom. Using this workflow, once a policy sale is recorded in AgencyZoom, it will prompt the initiation of a new campaign in Slybroadcast that utilizes an audio file. This provides a seamless transition between recording a sale and ensuring your marketing efforts are taking timely advantage of this success. Enjoy this automated process that enhances your marketing productivity and allows for immediate customer engagement opportunities.
Start a new marketing campaign swiftly and effectively every time a new policy is sold with AgencyZoom. Using this workflow, once a policy sale is recorded in AgencyZoom, it will prompt the initiation of a new campaign in Slybroadcast that utilizes an audio file. This provides a seamless transition between recording a sale and ensuring your marketing efforts are taking timely advantage of this success. Enjoy this automated process that enhances your marketing productivity and allows for immediate customer engagement opportunities.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Start New Campaign Using an Audio File
Sends a slybroadcast voice mail to a person or group of people using an audio file that has need uploaded to your slybroadcast account.
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Lead Created
Triggers when a new Lead is added.
Try ItNew Policy Sold
Triggers when a new policy is sold.
Try ItBusiness NameRequired
Contact Name
LeadRequired
Lead Status Change
Triggers when the status of a Lead changes.
Try ItTitleRequired
Lead contact emailRequired
Activity noteRequired
NameRequired
Customer NameRequired
Customer Email AddressRequired
Policy Number
SummeryRequired
CategoryRequired
PriorityRequired
PipelineRequired
StageRequired
Customer Service Representative
CSR Assignment Group
Due after daysRequired
Tag
DescriptionRequired
