AgencyZoom + Viral Loops

Create personal leads in AgencyZoom for new participants in Viral Loops

Easily grow and manage your leads with this efficient workflow between Viral Loops and AgencyZoom. When a new participant is added in Viral Loops, a personal lead will be instantly created in AgencyZoom. Save time and stay organized as your lead database expands seamlessly through this automation.

When this happens...
New ParticipantTriggers when a new participant is added to your campaign. Available in all templates.
TriggerInstant
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Create Personal LeadTriggers when a new Lead is added.
ActionWrite

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More things you can do with Viral Loops and AgencyZoom

Discover other triggers and actions you can use with Viral Loops and AgencyZoom

New Conversion
Triggers when a participant from your campaign is converted. Available only for the Universal Referral, Milestone Referral, Online-to-Offline and Altruistic Referral templates.
Trigger
Instant
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Milestone Reached
Triggers when a participant reaches a milestone. Available for the Milestone Referral and Viral Loops for Shopify templates.
Trigger
Instant
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New Referral Count
Triggers when the referral count of a participant changes, eg. if they go from 5 referrals to 6. Available for all templates.
Trigger
Instant
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- Email
  Required
- First name
- Last name
- Referral code
Action
Write
- Participant's Email
  Required
Action
Write

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
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- 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

New Conversion Count
Triggers when the conversion count of a participant changes, eg. if they go from 5 conversions to 6. Available only for the Milestone Referral, and Altruistic Referral templates.
Trigger
Instant
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New Participant
Triggers when a new participant is added to your campaign. Available in all templates.
Trigger
Instant
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Reward Redeemed
Triggers when a reward is redeemed via the Campaign Dashboard or the API. Available only for the Milestone Referral, Refer a Friend and Viral Loops for Shopify templates.
Trigger
Instant
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- Email
  Required
Action
Write
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

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 Viral Loops