AgencyZoom + VBOUT

Create business leads in AgencyZoom from new contacts in VBOUT

Streamline your lead management with this workflow. Whenever a new contact is added in VBOUT, it instantly generates a new business lead in AgencyZoom. This automation not only saves your valuable time but also ensures you never miss an opportunity to connect with potential leads. Perfect for maintaining seamless and consistent marketing and sales efforts.

When this happens...
New Contact
Triggers when a new contact is added to a list.
TriggerPolling
automatically do this!
Create Business Lead
Create a business lead in Agencyzoom.
ActionWrite

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Supported triggers and actions

- Choose Which ListRequired
- Choose Which PropertyRequired
Trigger
Polling
Try It
- ListRequired
Trigger
Polling
Try It
- Social ChannelRequired
Trigger
Polling
Try It
- Choose a ListRequired
- StatusRequired
- Email Address
Action
Write
- Contact EmailRequired
- DescriptionRequired
- DateRequired
Action
Write

- List NameRequired
Action
Write
- MessageRequired
- Social Media ChannelRequired
- Social Media AccountRequired
Action
Write

- Contact EmailRequired
- ListRequired
- New Status
- Update Field ID
- Update Field Value
Action
Write
Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
Try It
- TitleRequired
- Lead contact emailRequired
- Activity noteRequired
Action
Write
- NameRequired
Action
Write
- Customer NameRequired
- Customer Email AddressRequired
- Policy Number
- SummeryRequired
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- Customer Service Representative
- CSR Assignment Group
- Due after daysRequired
- Tag
- DescriptionRequired
Action
Write
- Field to Search ByRequired
- Create Agencyzoom lead if it doesn't exist yet?Required
Action
Search

- Campaign TypeRequired
Trigger
Polling
Try It
- Choose Which ListRequired
- Choose Which PropertyRequired
Trigger
Polling
Try It
- Choose a ListRequired
- Email AddressRequired
- IP Address
- StatusRequired
Action
Write
- Email AddressRequired
- Tag NameRequired
Action
Write
- Campaign RecipientsRequired
- Campaign NameRequired
- BodyRequired
- From EmailRequired
- From NameRequired
- Reply ToRequired
- Campaign TypeRequired
- Campaign SubjectRequired
Action
Write
- Email AddressRequired
- Tag NameRequired
Action
Write
- Contact EmailRequired
- ListRequired
Action
Write
Lead Created
Triggers when a new Lead is added.
Trigger
Instant
Try It
New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
Try It
- Business NameRequired
- Contact Name
Action
Write
- LeadRequired
Action
Write
- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
Action
Write