AgentMethods + Less Annoying CRM

Add new Less Annoying CRM contacts to AgentMethods

Keep your marketing lists up-to-date and leverage the power of AgentMethods insurance marketing automation to grow sales, retain customers, and increase referrals. This Zapier template adds new contacts from Less Annoying CRM directly into AgentMethods.

When this happens...
New Contact
Triggers when a new contact is created or a contact is updated.
TriggerInstant
automatically do this!
Create Contact
Creates a new Contact in AgentMethods.
ActionWrite

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Supported triggers and actions

- Hook should trigger for actions taken by:Required
Trigger
Instant
Try It
- Hook should trigger for actions taken by:Required
Trigger
Instant
Try It
- Record TypeRequired
- User to assign contact toRequired
Action
Write
- ContactRequired
- GroupRequired
Action
Write
- Pipeline Item to updateRequired
- Status
- Note
Action
Write

- Contact to attach item toRequired
- PipelineRequired
- StatusRequired
- Note
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- Contact that item is attached toRequired
- Pipeline that item belongs toRequired
- Status that item is set to
Action
Search
- Contact to attach item toRequired
- PipelineRequired
- StatusRequired
- Note
Action
Search or write
Fetch Email Send Activities
Triggers when scheduled campaigns are sent out.
Trigger
Instant
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Website Visit
Triggers when Users visit the AgentMethods Websites.
Trigger
Instant
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- First Name
- Last Name
- EmailRequired
- Phone Number
- Tag
- create contact if it doesn't existRequired
- Source
Action
Write

- FormRequired
- Hook should trigger for actions taken by:Required
Trigger
Instant
Try It
- Hook should trigger for actions taken by:Required
Trigger
Instant
Try It
- ContactRequired
- Note
Action
Write
- Contact to editRequired
- User to assign contact to
Action
Write
- ContactRequired
- GroupRequired
Action
Write
- NameRequired
- Due DateRequired
- Description
- User to assign task to (default: this user)
- Calendar to create task on (default: primary calendar)
- Contact to attach task to
Action
Write
- Contact Name (if used, only search Contacts)
- Company Name (if used, only search Companies)
- Email Search (searches both)
- Get contact by unique LACRM Id
Action
Search
- Contact Name (if used, only search Contacts)
- Company Name (if used, only search Companies)
- Email Search (searches both)
- Get contact by unique LACRM Id
- Record TypeRequired
- User to assign contact toRequired
Action
Search or write
- Filter ActivitiesRequired
Trigger
Instant
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New Form Submission
Triggers when new Form submitted from AgentMethods Website.
Trigger
Instant
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- First Name
- Last Name
- EmailRequired
- Phone Number
- Tag
- Source
Action
Write