AgencyZoom + TikTok Conversions

Create TikTok Conversions lead events from new AgencyZoom leads

Easily manage new leads from AgencyZoom. This workflow ensures every new lead from AgencyZoom immediately sends a lead event to the TikTok Conversions app. Eliminate manual data entry and improve your marketing efficiency by transferring new AgencyZoom leads to TikTok Conversions swiftly and accurately.

When this happens...
Lead CreatedTriggers when a new Lead is added.
TriggerInstant
automatically do this!
Send Lead EventSend lead events to TikTok for further ad delivery optimization
ActionWrite

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More things you can do with AgencyZoom and TikTok Conversions

Discover other triggers and actions you can use with AgencyZoom and TikTok Conversions

Lead Created
Triggers when a new Lead is added.
Trigger
Instant
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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

Lead Stage Change
Triggers when the stage of a Lead changes.
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
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
- Account
  Required
- CRM Event Set ID
  Required
- Lead Status
  Required
- TikTok Lead ID
- Email
- Phone Number
- TikTok Click ID
- CRM Name
Action
Write

About AgencyZoom

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

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Related categories

CRM (Customer Relationship Management)

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About TikTok Conversions

Send important customer events directly from your server or CRM to TikTok Event API, allowing you to better optimize for ad performance.

Learn moreLearn moreHelpHelp

Related categories

Ads & Conversion