AgencyZoom + Email by Zapier
Send outbound emails with Email by Zapier when lead statuses change in AgencyZoom
Keep your sales team focused on closing deals by streamlining your follow-up process. With this automation, whenever a lead status changes in AgencyZoom, an outbound email is sent using Email by Zapier. Stop manually tracking and sending follow-up emails, and give your team more time to connect with potential customers.
Keep your sales team focused on closing deals by streamlining your follow-up process. With this automation, whenever a lead status changes in AgencyZoom, an outbound email is sent using Email by Zapier. Stop manually tracking and sending follow-up emails, and give your team more time to connect with potential customers.
- When this happens...Lead Status Change
Triggers when the status of a Lead changes.
- automatically do this!Send Outbound Email
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
- Free forever for core features
- 14 day trial for premium features & apps
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
