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IgnitePost + AgencyZoom Integrations

How to connect IgnitePost + AgencyZoom

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Supported triggers and actions

What does this mean?
  • IgnitePost triggers, actions, and search
    Create Handwritten Card
    Creates a handwritten card.
    Action
    Write
  • AgencyZoom triggers, actions, and search
    Lead Created
    Triggers when a new Lead is added.
    Trigger
    Instant
  • AgencyZoom triggers, actions, and search
    Lead Status Change
    Triggers when the status of a Lead changes.
    Trigger
    Instant
  • AgencyZoom triggers, actions, and search
    New Policy Sold
    Triggers when a new policy is sold.
    Trigger
    Instant
  • AgencyZoom triggers, actions, and search
    Create a Note
    Create a note for a lead or a customer.
    Action
    Write
  • AgencyZoom triggers, actions, and search
    Create Business Lead
    Create a business lead in Agencyzoom.
    Action
    Write
  • AgencyZoom triggers, actions, and search
    Create Personal Lead
    Create a personal lines lead in Agencyzoom.
    Action
    Write
  • AgencyZoom triggers, actions, and search
    Update Lead
    Update a lead in Agencyzoom.
    Action
    Write
  • 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 IgnitePost + AgencyZoom Integrations Work

  1. Step 1: Authenticate IgnitePost and AgencyZoom.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
ignitepost logo
ignitepost logo

About IgnitePost

IgnitePost is a handwritten mail and analytics service. Send real pen & ink handwritten cards as easily as sending an email!

Related categories

  • Marketing Automation
agencyzoom-ca67272 logo
agencyzoom-ca67272 logo

About AgencyZoom

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

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