Connect Experience.com to AgencyZoom and automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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Zapier makes it easy to integrate Experience.com with AgencyZoom - no code necessary. See how you can get setup in minutes.

Select a trigger from Experience.com

A trigger is an event that starts your Zap and runs the workflow."

A trigger is the event that kicks off your automated workflow.

Setup an action from AgencyZoom

An action is what takes place after the automation is triggered. For example, with AgencyZoom, the action could be "Create a Note."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Experience.com to AgencyZoom

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect Experience.com and AgencyZoom to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Experience.com and AgencyZoom to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- DealId
- DealName
- DealCreatedTime
- DealUpdatedTime
- DealCloseDate
- ContactId
- Milestone
- MilestoneChangedTime
Action
Write
- Current Loan Updated Date
- Deal ID
- User Id
- People Id
- Deal Type
- Deal Status
- Deal Created At
- Pipeline Id
- Stage Id
- Stage Name
- Pipeline Name
- DealName
Action
Write
- Loan Id
- Loan Type
- Loan status
- Current Loan Updated Date
- Loan officer Name
- Loan officer email
- Borrower first name
- Borrower last name
- Borrower email
- Borrower phone Number
- CO-Borrower first name
- CO-Borrower last name
- CO-Borrower email
- CO-Borrower phone Number
- Loan processor name
- Loan Processor Email
- Buyer Agent first name
- Buyer Agent last name
- Buyer Agent email
- Buyer Agent phone Number
- Seller Agent first name
- Seller Agent last name
- Seller Agent email
- Seller Agent phone Number
- Property address
- City
- State
- custom field one
Action
Write
- Agent Details
- Loan Id
- Loan Type
- Current Loan Updated Date
- City
- State
- Property address
- custom field one
- Contact Details
Action
Write
- Deal ID
- first name
- last name
- email
- phone Number
- title
- created at
- updated at
- stage
- property address
- City
- State
- zip code
Action
Write

Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
Try It
- Title
  Required
- Lead contact email
  Required
- Activity note
  Required
Action
Write

- Business Name
  Required
Action
Write
- Business 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
- Field to Search By
  Required
- Create Agencyzoom lead if it doesn't exist yet?
  Required
Action
Search

- Loan ID
- Loan Type
- Loan Created Date
- Loan Originator Email
- Loan Processor Email
- Loan Purpose
- Mortgage Type
- Subject AddressLine
- Subject City
- Subject County
- Subject State
- Subject Postal Code
- Current Loan Status
- Current Loan Updated Date
- Real Estate Agent Firstname
- Real Estate Agent Lastname
- Real Estate Agent Email
- Real Estate Agent Phone
- Real Estate Agent Role
- Real Estate Agent Company
- LoanBorrower1 FirstName
- LoanBorrower1 LastName
- LoanBorrower1 Email
- LoanBorrower1 Phone
- Loanborrower1 Dayofbirth
- LoanBorrower1 ApplicantType
- BuyerAgent FirstName
- BuyerAgentLastName
- BuyerAgentEmail
- BuyerAgentPhone
- LoanTeamUser1 FirstName
- LoanTeamUser1 LastName
- LoanTeamUser1 Email
- LoanTeamUser1 Phone
Action
Write
- Deal ID
- opportunity_name
- opportunity_details
- opportunity_state
- responsible_user_id
- category_id
- image_url
- bid_currency
- bid_amount
- bid_type
- bid_duration
- actual_close_date
- date_created_utc
- opportunity_value
- probability
- forecast_close_date
- owner_user_id
- visible_to
- visible_team_id
- last_activity_date_utc
- next_activity_date_utc
- Pipeline Id
- Stage Id
- created_user_id
- organisation_id
- tag_name
- link_details
- link_role
- link_id
- link_object_name
- link_object_id
- object_name
- object_id
- date_updated_utc
Action
Write
- Board Id
- Item ID
- Pulse ID
- Person Name
- Item Created Date
- Pulse Name
- Group Name
- User Id
- Group ID
- Trigger Time
- Status
- custom field one
- custom field two
- custom field three
- custom field four
- Candidate Email
- Candidate Phone Number
Action
Write
- Id
  Required
- Original Id
- Created At
  Required
- Modified At
  Required
- Sheet Name
  Required
- Screened Status
  Required
- Date Screened
- Recruiter Name
  Required
- Recruiter Email
  Required
- Recruiter Phone Number
- Applicant Name
  Required
- Applicant Email
  Required
- Applicant Phone Number
- Date Submitted
  Required
- Row Number
- Position
- Skills and Experience
- City
- State
- Custom field one
- Custom field two
- Custom field three
- Custom field four
- Custom field five
Action
Write
Lead Created
Triggers when a new Lead is added.
Trigger
Instant
Try It
New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
Try It
- Business Name
  Required
- Contact Name
Action
Write
- Lead
  Required
Action
Write
- Title
  Required
- Assigned To
  Required
- Lead contact email
  Required
- Type
  Required
- Comments
- Task Date (and time)
  Required
Action
Write

About Experience.com

Experience.com is a customer experience platform that lets you collect, analyse, and act on customer feedback automatically at every meaningful moment in the customer journey. Our enterprise grade platform helps engage people and power businesses everywhere.

Related categories

Developer Tools

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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