AgencyZoom + Flodesk
Update Flodesk subscribers for new policies sold in AgencyZoom
When a new policy is sold in AgencyZoom, make sure your marketing strategies stay up-to-date by updating the relevant subscriber in Flodesk. This seamless workflow keeps your customer's information current in Flodesk, ensuring they receive relevant correspondence and updates suited to their needs. Simplify and streamline your process, making the most of each policy sale.
When a new policy is sold in AgencyZoom, make sure your marketing strategies stay up-to-date by updating the relevant subscriber in Flodesk. This seamless workflow keeps your customer's information current in Flodesk, ensuring they receive relevant correspondence and updates suited to their needs. Simplify and streamline your process, making the most of each policy sale.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Create/Update Subscriber
Creates a new subscriber or updates an existing one.
- 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
