AgencyZoom + Mav

Create new leads in AgencyZoom from new events in Mav

Save time and streamline your workflow with this automation. When a new event occurs in Mav, it instantly creates a personal lead in AgencyZoom. This efficient process ensures that you don't miss any potential opportunities, keeping your sales and marketing efforts up-to-date without any added manual work.

When this happens...
New EventTriggers when an event occurs during a play.
TriggerInstant
automatically do this!
Create Personal LeadTriggers when a new Lead is added.
ActionWrite

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More things you can do with Mav and AgencyZoom

Discover other triggers and actions you can use with Mav and AgencyZoom

- Playbook
Trigger
Instant
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- Conversion
  Required
- Lead ID
  Required
- Event Timestamp
Action
Write
- Mobile Phone
  Required
Action
Write
- Party Line Availability
  Required
Action
Write
Lead Created
Triggers when a new Lead is added.
Trigger
Instant
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Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
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Service Request Created
Triggers when a new Service Request is created.
Trigger
Instant
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- Title
  Required
- Lead contact email
  Required
- Activity note
  Required
Action
Write
- Name
  Required
Action
Write
- Customer Name
  Required
- Customer Email Address
  Required
- Policy Number
- Summery
  Required
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- Customer Service Representative
- CSR Assignment Group
- Due after days
  Required
- Tag
- Description
  Required
Action
Write
- Title
  Required
- Assigned To
  Required
- Contact (lead or customer) email
  Required
- Type
  Required
- Comments
- Task Date (and time)
  Required
Action
Write
- Customer Name
- Pipeline
- Stage
- Created Date Start
- Created Date End
Action
Search

- Playbook
Trigger
Instant
Try It
- Playbook
- First Name
- Last Name
- Mobile Phone
  Required
- Email
- SMS Consent
  Required
- Party Line DID
- Name
- Name
- Use Business Hours
  Required
Action
Write
- Lead ID
  Required
- First Name
- Last Name
- Email
- Party Line DID
Action
Write
- Mobile Phone
  Required
Action
Search
Lead Stage Change
Triggers when the stage of a Lead changes.
Trigger
Instant
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New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
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Service Request Status Change
Triggers when the status of a Service Request changes.
Trigger
Instant
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- Business Name
  Required
- Contact Name
Action
Write
- Lead
  Required
Action
Write
- Service Request
  Required
- Summary
  Required
- Description
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- csr
  Required
- Due Date
- Other Producers
- Tags
Action
Write
- Field to Search By
  Required
- Create Agencyzoom lead if it doesn't exist yet?
  Required
Action
Search

About AgencyZoom

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

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About Mav

Mav is an AI-powered SMS agent that automates the back-and-forth with your leads and customers via text message.

HelpHelp

Related categories

Sales & CRM

Related Zap Templates

Update leads in AgencyZoom when new events occur in Mav

Related Zap Templates

Update leads in AgencyZoom when new events occur in Mav