AgencyZoom + Spinify

AgencyZoom + Spinify integrations

Create or update Spinify deals when new policies are sold in AgencyZoom

When a new policy is sold in AgencyZoom, this workflow ensures your Spinify records are up-to-date immediately. By swiftly creating or updating a deal in Spinify, it streamlines your process and helps maintain accurate sales tracking. It's an efficient way to effectively manage your insurance sales and to stay organized, enhancing your productivity.

When this happens...
New Policy SoldTriggers when a new policy is sold.
TriggerInstant
automatically do this!
Create or Update DealAdd a new Deal record to Spinify or update particular values of an existing record - note the ObjectId should match the initial request to update the value.
ActionWrite

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More things you can do with AgencyZoom and Spinify

Discover other triggers and actions you can use with AgencyZoom and Spinify

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
Try It
Service Request Status Change
Triggers when the status of a Service Request changes.
Trigger
Instant
Try It
- 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

- Object ID
  Required
- Name
  Required
- Owner
  Required
- Type
  Required
- Activity Date
- Status
  Required
- Duration in Seconds
- Related Deal
- Last Updated
  Required
- Record URL
- Record Type
- Is Closed
Action
Write
- Object ID
  Required
- Name
  Required
- Owner
  Required
- Type
- Record URL
- Amount
  Required
- Is Closed
  Required
- Is Won
  Required
- Sales Stage
- Last Updated
  Required
- Lead Source
- Last Contacted
- Close Date
- Created
- Probability
- Forecast Category
- Next Step
- Expected Revenue
- Record Type
- Is Private
Action
Write
- Object ID
  Required
- Name
  Required
- Owner
  Required
- Is Qualified
  Required
- Company
- Qualified Date
- Created Date
  Required
- Status
  Required
- Last Updated
  Required
- Record URL
- Record Type
Action
Write

Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
Try It
Service Request Created
Triggers when a new Service Request is created.
Trigger
Instant
Try It
- 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
- Object ID
  Required
- Name
- Owner
  Required
- Last Updated
  Required
- Is Closed
  Required
- Type
- Case Number
- Origin
- Reason
- Contact Email
- Contact Mobile
- Contact Phone
- Is Escalated
- Is Closed on Create
- Priority
- Subject
- Web Company
- Web Email
- Web Phone
- Web Name
- Closed Date
- Created Date
- Status
- Record URL
- Record Type
Action
Write
- Object ID
  Required
- Name
  Required
- Owner
  Required
- Type
  Required
- From Address
- Has Attachment
- Is Incoming
- Case ID
- To Address
- CC Address
- Activity Date
- Status
  Required
- Related Deal
- Last Updated
  Required
- Record URL
- Record Type
- Is Closed
Action
Write
- Object ID
  Required
- Name
  Required
- Owner
  Required
- Type
  Required
- Is Closed
- Activity Date
- Status
  Required
- Related Deal
- Last Updated
  Required
- Record URL
- Record Type
Action
Write

About AgencyZoom

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

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CRM (Customer Relationship Management)

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About Spinify

Spinify is a leaderboard solution that will engage your staff and provide an uplift in productivity and an improved culture.

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Related categories

Team Collaboration