Better Agency + AgencyZoom Integrations
How to connect Better Agency + AgencyZoom
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New Contact AddedTriggers when a new contact is added in Better Agency.Trigger- New Note CreatedTriggers when new note created.Trigger
- New Tag Added to ContactTriggers when a new tag is added to a contact.Trigger
- New Task CreatedTriggers when new task created.Trigger
- Opportunity Stage MoveTriggers when an opportunity is moved into a specific stage.Trigger
- Renewal Pipeline Stage MoveTriggers when a renewal pipeline opportunity is moved into a specific stage.Trigger
- Service Pipeline Stage MoveTriggers when an Service Pipeline opportunity is moved into a specific stage.Trigger
- Create Service RequestCreate Service Request and claim.Action
- Better Agency
Client Form to create update a client
Scheduled
Action
- Better Agency
Prospect Form to create update a prospect
Scheduled
Action
- AgencyZoom
Triggers when a new Lead is added.
Instant
Trigger
- AgencyZoom
Triggers when the status of a Lead changes.
Instant
Trigger
- AgencyZoom
Triggers when a new policy is sold.
Instant
Trigger
- AgencyZoom
Create a note for a lead or a customer.
Scheduled
Action
- AgencyZoom
Create a business lead in Agencyzoom.
Scheduled
Action
- AgencyZoom
Create a personal lines lead in Agencyzoom.
Scheduled
Action
- AgencyZoom
Update a lead in Agencyzoom.
Scheduled
Action
- AgencyZoom
Create a service request in Agencyzoom.
Scheduled
Action
- AgencyZoom
Create a task in Agencyzoom.
Scheduled
Action
- AgencyZoom
Search for Lead by id, email, phone, or name.
Scheduled
Action
How Better Agency + AgencyZoom Integrations Work
- Step 1: Authenticate Better Agency and AgencyZoom.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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