AgencyZoom + Yelp Leads

Create personal leads in AgencyZoom for every new lead in Yelp Leads

Streamline your sales process by instantly transforming new Yelp Leads into Personal Leads in AgencyZoom. As soon as a new lead registers on Yelp, this workflow will instantly set up a Personal Lead in AgencyZoom, saving you time and keeping your contact database up to date. Enhance productivity and ensure you never miss an opportunity to engage with potential clients.

When this happens...
New LeadTriggers when a new lead is created.
TriggerInstant
automatically do this!
Create Personal LeadTriggers when a new Lead is added.
ActionWrite

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More things you can do with Yelp Leads and AgencyZoom

Discover other triggers and actions you can use with Yelp Leads and AgencyZoom

- Upgrade Notice
- Recommended Reading Before Getting Started
- Need Help?
Trigger
Instant
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- Upgrade Notice
- Recommended Reading Before Getting Started
- Need Help?
Trigger
Instant
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- Yelp Lead ID
  Required
- Reply Type
  Required
Action
Write
- Yelp Lead ID
  Required
- Response Content
  Required
Action
Write
- Yelp Lead ID
  Required
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
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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

- Upgrade Notice
- Recommended Reading Before Getting Started
- Need Help?
Trigger
Instant
Try It
- Upgrade Notice
- Recommended Reading Before Getting Started
- Need Help?
Trigger
Instant
Try It
- Yelp Lead ID
  Required
- Message ID
  Required
- Time Read (optional)
Action
Write
- Yelp Business ID
  Required
Action
Search
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
Try It
Service Request Created
Triggers when a new Service Request is created.
Trigger
Instant
Try It
- 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 Yelp Leads

Yelp Leads provides a means for businesses to get notified, read and respond to leads generated by Yelp users.

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Related categories

Ads & Conversion