AgencyZoom + Flodesk
Create or update Flodesk subscribers when new leads are created in AgencyZoom
Streamline your lead management process with this efficient workflow between AgencyZoom and Flodesk. Whenever a new lead is created in AgencyZoom, this automatic process adds or updates the subscriber in Flodesk. This keeps your mailing list up to date, saving you time on manual entry and helping you communicate effectively with your leads from the get-go.
Streamline your lead management process with this efficient workflow between AgencyZoom and Flodesk. Whenever a new lead is created in AgencyZoom, this automatic process adds or updates the subscriber in Flodesk. This keeps your mailing list up to date, saving you time on manual entry and helping you communicate effectively with your leads from the get-go.
- When this happens...Lead Created
Triggers when a new Lead is added.
- 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
