How to connect LeadGen App + AgencyZoom
Zapier lets you send info between LeadGen App and AgencyZoom automatically—no code required.
Top companies trust Zapier to automate work and free up time
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
- New LeadTriggers when New Lead is received from Leadgen App.Trigger
- Lead CreatedTriggers when a new Lead is added.Trigger
- Lead Status ChangeTriggers when the status of a Lead changes.Trigger
- New Policy SoldTriggers when a new policy is sold.Trigger
- Create a NoteCreate a note for a lead or a customer.Action
- Create Business LeadCreate a business lead in Agencyzoom.Action
- Create Personal LeadCreate a personal lines lead in Agencyzoom.Action
- Update LeadUpdate a lead in Agencyzoom.Action
Create a service request in Agencyzoom.
Create a task in Agencyzoom.
Search for Lead by id, email, phone, or name.
- Step 1: Authenticate LeadGen App 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.