AgencyZoom + Brevo
Create or update Brevo contacts when new leads are created in AgencyZoom
Perfect your lead management process with this AgencyZoom and Brevo integration. Whenever a new lead is created in AgencyZoom, the workflow will update or add the contact information in Brevo immediately, ensuring your contact management is always up-to-date and error-free. Streamline your sales and marketing efforts with this automated process.
Perfect your lead management process with this AgencyZoom and Brevo integration. Whenever a new lead is created in AgencyZoom, the workflow will update or add the contact information in Brevo immediately, ensuring your contact management is always up-to-date and error-free. Streamline your sales and marketing efforts with this automated process.
- When this happens...Lead Created
Triggers when a new Lead is added.
- automatically do this!Add or Update Contact
Adds or updates a contact.
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Lead Created
Triggers when a new Lead is added.
Try ItNew Policy Sold
Triggers when a new policy is sold.
Try ItBusiness NameRequired
Contact Name
LeadRequired
Lead Status Change
Triggers when the status of a Lead changes.
Try ItTitleRequired
Lead contact emailRequired
Activity noteRequired
NameRequired
Customer NameRequired
Customer Email AddressRequired
Policy Number
SummeryRequired
CategoryRequired
PriorityRequired
PipelineRequired
StageRequired
Customer Service Representative
CSR Assignment Group
Due after daysRequired
Tag
DescriptionRequired
