AgencyBloc + LinkedIn Ads

Create individuals in AgencyBloc from new LinkedIn Ads responses

Want to create speed-to-contact in your agency and improve your chances of converting leads from LinkedIn Ads? Use this template to create AgencyBloc individuals when they fill out a new LinkedIn Lead Gen Form. You can also use AgencyBloc’s Automated Workflow by assigning their type as “Prospect” to help you know when new LinkedIn Ad contacts are added to your account.

When this happens...
New Lead Gen Form Response (Organic Content)
Triggers when you receive a new form response tied to a Company Page, Product Page, or Event.
TriggerInstant
automatically do this!
Create Individual
Creates an Individual in AgencyBloc.
ActionWrite

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Supported triggers and actions

- OrganizationRequired
- Lead TypeRequired
- Retrieve Creative Details
- Retrieve Campaign Details
- Conversions Information
Trigger
Instant
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- AccountRequired
- AudienceRequired
- Company Name
- Website Domain
- Email Domain
- LinkedIn Page URL
- Stock Symbol
- Industries
- City
- State
- Country
- Postal Code
Action
Write
- AccountRequired
- Audience TypeRequired
- NameRequired
- Description
Action
Write
- AccountRequired
- PivotsRequired
- MetricsRequired
- Start DateRequired
- End Date
- Time Granularity
Action
Write
Activity Created
Triggers when an Activity is created in AgencyBloc.
Trigger
Instant
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Group Created
Triggers when a Group is created in AgencyBloc.
Trigger
Instant
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- Mask SSN Data
- Mask Medicare Beneficiary ID Data
Trigger
Instant
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Policy Created
Triggers when a Policy is created in AgencyBloc.
Trigger
Instant
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- Create Activities Description
- Associated With Description
- Associated With - Record TypeRequired
- Associated With - Record IDRequired
- SubjectRequired
- Notes
- Activity Status - Text
- Activity Status - ID
- Activity Type - Text
- Activity Type - ID
- Activity Priority - Text
- Activity Priority - ID
- Activity Method - Text
- Activity Method - ID
- Activity Date
- Due Date
- Due Date - All Day
- Due Date - Start Date & Time
- Due Date - End Date & Time
- Follow-up User - First Name
- Follow-up User - Last Name
- Follow-up User - ID
- Follow-up Team - Name
- Follow-up Team - ID
- Parent Activity ID
- Attach Files From Zapier
- Example Attachment Input
- Attachment Files & URLs
Action
Write
- Create Individuals Description
- First NameRequired
- Last NameRequired
- Middle Name
- Nickname
- Title
- Date of Birth
- Gender
- Social Security Number
- Driver's License Number
- Deceased Date
- Type - Text
- Type - ID
- Status - Text
- Status - ID
- Medicare Beneficiary ID
- Medicare Effective Date Part A
- Medicare Effective Date Part B
- Smoker Status
- Servicing Agent - First Name
- Servicing Agent - Last Name
- Servicing Agent - Middle Name
- Servicing Agent - ID
- Additional Agent 1 - First Name
- Additional Agent 1 - Last Name
- Additional Agent 1 - Middle Name
- Additional Agent 1 - ID
- Additional Agent 2 - First Name
- Additional Agent 2 - Last Name
- Additional Agent 2 - Middle Name
- Additional Agent 2 - ID
- Additional Agent 3 - First Name
- Additional Agent 3 - Last Name
- Additional Agent 3 - Middle Name
- Additional Agent 3 - ID
- Home Phone Number
- Home Phone Number Ext.
- Business Phone Number
- Business Phone Number Ext.
- Cell Phone Number
- Cell Phone Number Ext.
- Fax Number
- Fax Number Ext.
- Address Type
- Is Primary Address
- Address Street 1
- Address Street 2
- City
- County
- State/Province
- Zip Code
- Email Address
- Secondary Email Address
- Opt-Out Of Emails
- Lead Date
- Lead Source - Text
- Lead Source - ID
- Other Lead Source
- Lead Agent/Affiliate - First Name
- Lead Agent/Affiliate - Last Name
- Lead Agent/Affiliate - Middle Name
- Lead Agent/Affiliate - ID
- Project Code - Text
- Project Code - ID
- Individual Custom Fields Note
Action
Write
- Activity IDRequired
Action
Search
- Individual IDRequired
Action
Search
- Email AddressRequired
- First Name
- Middle Name
- Last Name
Action
Search
- Policy IDRequired
Action
Search

- adAccountRequired
- Lead Form
- Retrieve Creative Details
- Retrieve Campaign Details
- Conversions Information
Trigger
Instant
Try It
- AccountRequired
- AudienceRequired
- Email Address
- First Name
- Last Name
- Title
- Company
- Country
- Google Advertising ID
Action
Write
- AccountRequired
- AudienceRequired
- Email AddressRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Activity Updated
Triggers when an Activity is updated in AgencyBloc.
Trigger
Instant
Try It
Group Updated
Triggers when a Group is updated in AgencyBloc.
Trigger
Instant
Try It
- Mask SSN Data
- Mask Medicare Beneficiary ID Data
Trigger
Instant
Try It
Policy Updated
Triggers when a Policy is updated in AgencyBloc.
Trigger
Instant
Try It
- Create Groups Description
- Group NameRequired
- DBA
- Description
- Federal Tax ID
- Industry - SIC ID
- Industry - SIC Description
- Industry - ID
- Employee Count
- Website
- Group Type - Text
- Group Type - ID
- Group Status - Text
- Group Status - ID
- Account Manager - ID
- Servicing Agent - First name
- Servicing Agent - Last Name
- Servicing Agent - Middle Name
- Servicing Agent - ID
- Additional Agent 1 - First Name
- Additional Agent 1 - Last Name
- Additional Agent 1 - Middle Name
- Additional Agent 1 - ID
- Additional Agent 2 - First Name
- Additional Agent 2 - Last Name
- Additional Agent 2 - Middle Name
- Additional Agent 2 - ID
- Additional Agent 3 - First Name
- Additional Agent 3 - Last Name
- Additional Agent 3 - Middle Name
- Additional Agent 3 - ID
- Business Phone Number
- Business Phone Number Ext.
- Fax Number
- Fax Number Ext.
- Address Type
- Is Primary Address
- Address Street 1
- Address Street 2
- City
- County
- State/Province
- Zip Code
- Lead Date
- Lead Source - Text
- Lead Source - ID
- Other Lead Source
- Lead Agent/Affiliate - First Name
- Lead Agent/Affiliate - Last Name
- Lead Agent/Affiliate - Middle Name
- Lead Agent/Affiliate - ID
- Project Code - Text
- Project Code - ID
- Group Custom Fields Note
Action
Write
- Create Policies Description
- Policyholder TypeRequired
- Policyholder - ID
- Carrier - Name
- Carrier - ID
- Policy Number
- Premium
- Lives
- Pay Frequency
- Project Code - Text
- Project Code - ID
- Status - Text
- Status - ID
- Coverage Type - Text
- Coverage Type - ID
- App Submit Date
- Effective Date
- Renewal Date
- Term Date
- Signed By - First Name
- Signed By - Last Name
- Signed By - Middle Name
- Signed By - ID
- Account Manager - First Name
- Account Manager - Last Name
- Account Manager - ID
- Servicing Agent - Agency - Name
- Servicing Agent - Agency - ID
- Servicing Agent - Agent Number
- Servicing Agent - Agent Number - ID
- Servicing Agent - First Name
- Servicing Agent - Last Name
- Servicing Agent - Middle Name
- Servicing Agent - ID
- Additional Agent 1 - First Name
- Additional Agent 1 - Last Name
- Additional Agent 1 - Middle Name
- Additional Agent 1 - ID
- Additional Agent 2 - First Name
- Additional Agent 2 - Last Name
- Additional Agent 2 - Middle Name
- Additional Agent 2 - ID
- Additional Agent 3 - First Name
- Additional Agent 3 - Last Name
- Additional Agent 3 - Middle Name
- Additional Agent 3 - ID
- Additional Agent 4 - First Name
- Additional Agent 4 - Last Name
- Additional Agent 4 - Middle Name
- Additional Agent 4 - ID
- Additional Agent 5 - First Name
- Additional Agent 5 - Last Name
- Additional Agent 5 - Middle Name
- Additional Agent 5 - ID
- Group Policy - Renewal Percent
- Group Policy - New Hire Eligibility - Text
- Group Policy - New Hire Eligibility - ID
- Group Policy - Eligibility Hours - Text
- Group Policy - Eligibility Hours - ID
- Group Policy - Rate Method
- Group Policy - Waiting Period
- Group Policy - Classifications
- Group Policy - Notes
- Individual Policy - Pay Method - Text
- Individual Policy - Pay Method - ID
- Individual Policy - Notes
- Individual Policy - Member ID
- Policy Coverage - Carrier Product - Text
- Policy Coverage - Carrier Product - ID
- Policy Coverage - Effective Date
- Policy Coverage - Premium
- Policy Coverage - Renewal Date
- Policy Coverage - Status
- Policy Coverage - Notes
- Policy Coverage - Fees
- Policy Coverage - Override FieldSet
- Policy Custom Fields Note
Action
Write
- Group IDRequired
Action
Search
- Date Of BirthRequired
- First Name
- MIddle Name
- Last Name
Action
Search
- Phone NumberRequired
- First Name
- Middle Name
- Last Name
Action
Search

About AgencyBloc

AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.

Learn more

Related categories

Sales & CRM

About LinkedIn Ads

LinkedIn Ads allows marketers to collect even more quality leads from their ads and events on LinkedIn with seamless pre-filled forms.

Learn more

AgencyBloc + LinkedIn Ads

Create individuals in AgencyBloc from new LinkedIn Ads responses

Supported triggers and actions

New Lead Gen Form Response (Organic Content)

Add Company to Audience

Create Audience

Create Report

Activity Created

Group Created

Individual Created

Policy Created

Create Activity

Create Individual

Get Activity by ID

Get Individual by ID

Get Individual by Email and Name

Get Policy by ID

New Lead Gen Form Response (Sponsored content)

Add Contact to Audience

Remove Email from Audience

API Request (Beta)

Activity Updated

Group Updated

Individual Updated

Policy Updated

Create Group

Create Policy

Get Group by ID

Get Individual by Date of Birth and Name

Get Individual by Phone Number and Name

About AgencyBloc

Related categories

About LinkedIn Ads

Related categories