AgencyZoom + DONNA
Create personal leads in AgencyZoom from new records in DONNA insights
Streamline your lead management process with this workflow. When a new record is added in DONNA, it will swiftly generate a personal lead in AgencyZoom. This process promotes increased efficiency by reducing manual tasks and ensuring your AgencyZoom lead list is consistently updated with latest entries from DONNA.
Streamline your lead management process with this workflow. When a new record is added in DONNA, it will swiftly generate a personal lead in AgencyZoom. This process promotes increased efficiency by reducing manual tasks and ensuring your AgencyZoom lead list is consistently updated with latest entries from DONNA.
- When this happens...New Record in Insight
Triggers when a new record has appeared in the insight chosen or created by you.
- automatically do this!Create Personal Lead
Triggers when a new Lead is added.
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Insight name
Donna Channel NameRequired
Try ItNew Rolling 30 Day Insight for Auto Cross Sell
New Record in Insight defined for Auto Cross Sell for Home Insurance Account
Try ItNew Rolling 30 Day Insight for Home Cross Sell
New Record in Insight defined for Home Cross Sell for Auto Insurance Account.
Try ItLead Status Change
Triggers when the status of a Lead changes.
Try It
New Campaign Insight for Auto Cross Sell
New Record in Insight defined for Auto Cross Sell for Home Insurance Account.
Try ItNew Campaign Insight for Home Cross Sell
New Record in Insight defined for Home Cross Sell for Auto Insurance Account
Try ItLead Created
Triggers when a new Lead is added.
Try ItNew Policy Sold
Triggers when a new policy is sold.
Try It
