How to connect LiveCall + AgencyZoom
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Choose an Action
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Triggers when a call is completed.Try ItTriggerInstant
Triggers when a new Lead is added.Try ItTriggerInstant
New Policy Sold
Triggers when a new policy is sold.Try ItTriggerInstant
A full phone number including country code (e.g. +1).
Lead Status Change
Triggers when the status of a Lead changes.Try ItTriggerInstant
Lead contact emailRequired
How LiveCall + AgencyZoom Integrations Work
- Step 1: Authenticate LiveCall 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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