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Life quote from Back9

“Anytime a new HO3 policy sold is created in AgencyZoom, a life insurance quote is generated in Back9 and emailed to the customer about 20 days from sold.”

Luis Lealcreated by Luis Leal

This Zap uses a private app.

This means the developers of this app haven’t completed our full quality assurance steps. Zapier has limited details on this app and as a result can’t offer support for it. If you have questions about this app, please contact the person who gave you access to this Zap.
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How Zapier works (57 sec)
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Vertrauenswürdig bei großen und kleinen Unternehmen

This Zap works in 11 steps …

  • Step 1 - Trigger

    Anytime a new policy sold is created in AgencyZoom

  • Step 2 - Action

    Filter my data in Filter by Zapier

  • Step 3 - Action

    Format my data in Formatter by Zapier

  • Step 4 - Action

    Format my data in Formatter by Zapier

  • Step 5 - Action

    Custom request in Your App

  • Step 6 - Action

    Format my data in Formatter by Zapier

  • Step 7 - Action

    Format my data in Formatter by Zapier

  • Step 8 - Action

    Format my data in Formatter by Zapier

  • Step 9 - Action

    Create bitlink in Bitly

  • Step 10 - Action

    Delay for in Your App

  • Step 11 - Action

    Send email in Your App

    • 5.5 minutes to set up
    • Get back 1.2 hrs /week
    • 3 people use this app pairing

    This Zap uses the following 7 apps

    • AgencyZoom Logo
    • Filter by Zapier Logo

    More ways to use these popular apps!

    Check out all the other ways you can connect AgenturZoom and Filter by Zapier,
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