AgencyZoom + Canopy Connect
Create business leads in AgencyZoom when pulls are completed in Canopy Connect
Move seamlessly between Canopy Connect and AgencyZoom with this workflow. Once a pull is completed in Canopy Connect, a new business lead is instantly created in AgencyZoom. This swift transfer of information not only saves valuable time but enhances your lead management process. Keep your focus on fostering those important business relationships and let this workflow handle the details.
Move seamlessly between Canopy Connect and AgencyZoom with this workflow. Once a pull is completed in Canopy Connect, a new business lead is instantly created in AgencyZoom. This swift transfer of information not only saves valuable time but enhances your lead management process. Keep your focus on fostering those important business relationships and let this workflow handle the details.
- When this happens...Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
- automatically do this!Create Business Lead
Create a business lead in Agencyzoom.
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Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
Try ItLead Status Change
Triggers when the status of a Lead changes.
Try ItTitleRequired
Lead contact emailRequired
Activity noteRequired
NameRequired
