Triggers when a new contact is created.
Text Request PhoneRequired
Triggers when a new message is sent.
Sends an SMS message.
MessageRequired
Recipient PhoneRequired
Sender PhoneRequired
Triggers when the status of a Lead changes.
Create a note for a lead or a customer.
TitleRequired
Lead contact emailRequired
Activity noteRequired
Create a personal lines lead in Agencyzoom.
NameRequired
Create a service request in Agencyzoom.
Customer NameRequired
Customer Email AddressRequired
Policy Number
SummeryRequired
CategoryRequired
PriorityRequired
PipelineRequired
StageRequired
Customer Service Representative
CSR Assignment Group
Due after daysRequired
Tag
DescriptionRequired
Search for Lead by id, email, phone, or name.
Field to Search ByRequired
Create Agencyzoom lead if it doesn't exist yet?Required
Triggers when a new message is received.
Creates a new contact or updates the name of an existing contact.
Name
Contact PhoneRequired
Triggers when a new Lead is added.
Triggers when a new policy is sold.
Create a business lead in Agencyzoom.
Business NameRequired
Contact Name
Update a lead in Agencyzoom.
LeadRequired
Create a task in Agencyzoom.
Assigned ToRequired
Contact (lead or customer) emailRequired
TypeRequired
Comments
Task Date (and time)Required