AgencyZoom + BackNine Insurance
Create personal leads in AgencyZoom from new quote and apply applications with insured in BackNine Insurance
"When a new insurance application is created with an insured in the BackNine Insurance platform, streamline your workflow by instantly setting up a personal lead in AgencyZoom. This automation saves you time, reduces manual data entry, and ensures that each new insurance application promptly generates a corresponding lead in your AgencyZoom system."
"When a new insurance application is created with an insured in the BackNine Insurance platform, streamline your workflow by instantly setting up a personal lead in AgencyZoom. This automation saves you time, reduces manual data entry, and ensures that each new insurance application promptly generates a corresponding lead in your AgencyZoom system."
- When this happens...Quote and Apply Application Created With Insured
Triggers when a Quote and Apply Application obtains contact information for the insured.
- automatically do this!Create Personal Lead
Triggers when a new Lead is added.
- Free forever for core features
- 14 day trial for premium features & apps
Case Created or Updated
Triggers when a case is created or updated
Try ItQuote and Apply Application Created With Insured
Triggers when a Quote and Apply Application obtains contact information for the insured.
Try ItLead Status Change
Triggers when the status of a Lead changes.
Try ItTitleRequired
Lead contact emailRequired
Activity noteRequired
