AgencyZoom + Facebook Lead Ads

Create tasks in AgencyZoom from new leads in Facebook Lead Ads

Simplify your task assignment process with this streamlined workflow. Whenever a new lead is captured from your Facebook Lead Ads, a task is immediately created in AgencyZoom. This ensures efficient prioritization and assignment, freeing up more time for strategizing and less for administrative tasks. Stay organized and never miss following up with a lead ever again.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerInstant
automatically do this!
Create Task
Create a task in Agencyzoom.
ActionWrite

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Supported triggers and actions

- FBLA Copy
- PageRequired
- Form
- Conversions Information
Trigger
Instant
Try It
Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
Try It
- TitleRequired
- Lead contact emailRequired
- Activity noteRequired
Action
Write
- NameRequired
Action
Write
- Customer NameRequired
- Customer Email AddressRequired
- Policy Number
- SummeryRequired
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- Customer Service Representative
- CSR Assignment Group
- Due after daysRequired
- Tag
- DescriptionRequired
Action
Write

- Field to Search ByRequired
- Create Agencyzoom lead if it doesn't exist yet?Required
Action
Search

Lead Created
Triggers when a new Lead is added.
Trigger
Instant
Try It
New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
Try It
- Business NameRequired
- Contact Name
Action
Write
- LeadRequired
Action
Write
- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
Action
Write

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Facebook Lead Ads

Facebook lead ads make signing up for business information easy for people and more valuable for businesses. The Facebook lead ad app is useful for marketers who want to automate actions on their leads.

Learn more