AgencyZoom + SALT + Formatter by Zapier
Add new SALT contacts as AgencyZoom leads
Find or create a contact in AgencyZoom whenever a new primary contact is created via a prospect or agency submission in SALT.
Find or create a contact in AgencyZoom whenever a new primary contact is created via a prospect or agency submission in SALT.
- When this happens...New Contact
Triggers when a contact is created.
- automatically do this...Date / Time
Work with dates and times to change formatting or add/subtract time (with line-item support).
- then do this!Find a Lead
Search for Lead by id, email, phone, or name.
- Free forever for core features
- 14 day trial for premium features & apps
New Contact
Triggers when a contact is created.
Try ItForm Progress
Triggers when a prospect moves forward on a SALT form.
Try ItSubmission Assignment Change
Triggers when a submission's employee assignment is set or changed.
Try ItSubmission Created
Triggers when a prospect starts a new submission or an agent creates a new submission.
Try It
About AgencyZoom
AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
Related categories
About SALT
SALT is a digital insurance application for independent insurance agents.
Related categories
About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.