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AgencyZoom + Trello

Create new business leads in AgencyZoom when new labels are added to cards in Trello

Watch your productivity soar when you pair Trello with AgencyZoom. With this workflow, as soon as you add a new label to a card in Trello, it results in a business lead being created in AgencyZoom. Efficiently transform your project management activities into valuable leads, without any manual intervention. Whether you're managing a single project or balancing multiple tasks, maximize your efficiency and ensure no opportunity slips through the cracks.

Watch your productivity soar when you pair Trello with AgencyZoom. With this workflow, as soon as you add a new label to a card in Trello, it results in a business lead being created in AgencyZoom. Efficiently transform your project management activities into valuable leads, without any manual intervention. Whether you're managing a single project or balancing multiple tasks, maximize your efficiency and ensure no opportunity slips through the cracks.

  1. When this happens...
    TrelloTrello
    New Label Added to Card

    Triggers when a label is added in a Trello card.

    TriggerInstant
  2. automatically do this!
    AgencyZoomAgencyZoom
    Create Business Lead

    Create a business lead in Agencyzoom.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Trello triggers, actions, and search

    New Board

    Triggers when a new board is added.

    Trigger
    Scheduled
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    • Board

    • List

    • Card

    Trigger
    Scheduled
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    • ActivityRequired

    Trigger
    Instant
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    • Board

    • Time Before

    • Time Before (Unit)

    • Status

    • Only cards where you're a member?

    Trigger
    Scheduled
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    • Board

    • List

    • Card

    Trigger
    Scheduled
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    • BoardRequired

    • ListRequired

    • Card

    Trigger
    Instant
    Try It
    • BoardRequired

    • CardRequired

    Trigger
    Instant
    Try It
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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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