AgencyIQ Powered by SIAA + LeadConnector

AgencyIQ Powered by SIAA + LeadConnector integrations

Create new opportunities in LeadConnector from new records in AgencyIQ Powered by SIAA

Keep up with your records in the AgencyIQ Powered by SIAA app and manage opportunities efficiently in the LeadConnector app. This workflow springs into action with every new record created in AgencyIQ Powered by SIAA, initiating an add/update opportunity process in LeadConnector. Stay organized, save valuable time and ensure no opportunity slips through the cracks.

When this happens...
New Record in InsightTriggers when a new record has appeared in the insight chosen or created by you.
TriggerInstant
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with AgencyIQ Powered by SIAA and LeadConnector

Discover other triggers and actions you can use with AgencyIQ Powered by SIAA and LeadConnector

- Insight name
- Donna Channel Name
  Required
Trigger
Instant
Try It
New Rolling 30 Day Insight for Auto Cross Sell
New Record in Insight defined for Auto Cross Sell for Home Insurance Account
Trigger
Instant
Try It
New Rolling 30 Day Insight for Home Cross Sell
New Record in Insight defined for Home Cross Sell for Auto Insurance Account.
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write

- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

New Campaign Insight for Auto Cross Sell
New Record in Insight defined for Auto Cross Sell for Home Insurance Account.
Trigger
Instant
Try It
New Campaign Insight for Home Cross Sell
New Record in Insight defined for Home Cross Sell for Auto Insurance Account
Trigger
Instant
Try It
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

About AgencyIQ Powered by SIAA

AgencyIQ Powered by SIAA is an intelligent growth platform for independent insurance agents that uses predictive analytics to turn data into actionable insights

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Related categories

Analytics

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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Related categories

Marketing Automation

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