How to connect LiveCall + AgencyZoom
Zapier lets you send info between LiveCall and AgencyZoom automatically—no code required.
- Call CompletedTriggers when a call is completed.Trigger
- Make CallMakes a Call connecting one of your consultants with a given phone number.Action
- 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 a lead in Agencyzoom.
Create a service request in Agencyzoom.
Create a task in Agencyzoom.
Search for Lead by id, email, phone, or name.
- 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.