AgencyZoom + Facebook Custom Audiences
Add new AgencyZoom policies to Facebook Custom Audiences by automatically pushing emails
Seize the moment and capitalize on your insurance sales momentum with this automation workflow. When a new policy sale occurs in AgencyZoom, it results in the addition of the client's email to a custom audience on Facebook Custom Audiences. This workflow not only optimizes your marketing efforts but also fosters strong customer relationships by timely targeting within your ad campaigns.
Seize the moment and capitalize on your insurance sales momentum with this automation workflow. When a new policy sale occurs in AgencyZoom, it results in the addition of the client's email to a custom audience on Facebook Custom Audiences. This workflow not only optimizes your marketing efforts but also fosters strong customer relationships by timely targeting within your ad campaigns.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Add Email to Custom Audience
Adds an email address to an existing custom audience.
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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
