AgencyZoom + MailerLite
Generate or update MailerLite subscribers when new policies are sold in AgencyZoom
When a new policy is sold via AgencyZoom, this workflow ensures a corresponding update or creation of a subscriber in the MailerLite application. This seamless integration between AgencyZoom and MailerLite simplifies your contact management and customer communication by updating your subscriber list instantly. This setup saves you time and enhances efficiency in your insurance business, thereby enabling you to focus more on client service and policy sales.
When a new policy is sold via AgencyZoom, this workflow ensures a corresponding update or creation of a subscriber in the MailerLite application. This seamless integration between AgencyZoom and MailerLite simplifies your contact management and customer communication by updating your subscriber list instantly. This setup saves you time and enhances efficiency in your insurance business, thereby enabling you to focus more on client service and policy sales.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Create or Update Subscriber
Create a new subscriber or Update an existing subscriber based on their email.
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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
