AgencyZoom + Zoho Analytics

Add new AgencyZoom policies to Zoho Analytics as rows

Stay on top of your insurance agency management with this streamlined workflow. When a new policy is sold in AgencyZoom, this automation promptly adds a row in Zoho Analytics. It allows you to keep accurate and up-to-date records of your insurance sales, making it easier to track progress, plan ahead, and gain valuable insights into your business performance. Elevate your organization's efficiency, and never miss a beat with your sales data.

When this happens...
New Policy SoldTriggers when a new policy is sold.
TriggerInstant
automatically do this!
Add RowAdds a new row in a Zoho Analytics table.
ActionWrite

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More things you can do with AgencyZoom and Zoho Analytics

Discover other triggers and actions you can use with AgencyZoom and Zoho Analytics

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
- Choose Workspace
  Required
- Choose Table
  Required
- Zoho Criteria
- Zoho Date Format
Action
Write

Lead Stage Change
Triggers when the stage of a Lead changes.
Trigger
Instant
Try It
New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
Try It
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
- Choose Workspace
  Required
- Choose Table
  Required
- Zoho Date Format
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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 Zoho Analytics

Zoho Analytics is a self-service BI that lets you create visually appealing data visualizations and insightful dashboards.

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Related categories

Analytics

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