AgencyZoom + GAIL by LULA

Create personal leads in AgencyZoom when new calls are completed in GAIL by LULA

When a new call is completed in GAIL by LULA, create a personal lead in AgencyZoom. This workflow enhances your lead management process, eliminating the need for manual data entries between the two platforms. By bridging GAIL by LULA and AgencyZoom, you can efficiently manage leads generated through calls, saving time and improving your communication efforts.

When a new call is completed in GAIL by LULA, create a personal lead in AgencyZoom. This workflow enhances your lead management process, eliminating the need for manual data entries between the two platforms. By bridging GAIL by LULA and AgencyZoom, you can efficiently manage leads generated through calls, saving time and improving your communication efforts.

  1. When this happens...
    GAIL by LULAGAIL by LULA
    New Call Completed

    Triggers when new calls are completed by GAIL.

    TriggerInstant
  2. automatically do this!
    AgencyZoomAgencyZoom
    Create Personal Lead

    Triggers when a new Lead is added.

    ActionWrite
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Supported triggers and actions

    • First NameRequired

    • Last NameRequired

    • Phone NumberRequired

    • Email

    • Business Name

    Action
    Write
    • Agency IDRequired

    • Call Script IDRequired

    • First name of CalleeRequired

    • Phone NumberRequired

    Action
    Write
  • AgencyZoom triggers, actions, and search

    Lead Status Change

    Triggers when the status of a Lead changes.

    Trigger
    Instant
    Try It
agencyzoom-ca67272 logo
agencyzoom-ca67272 logo

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
gail-by-lula logo
gail-by-lula logo

About GAIL by LULA

GAIL (Generative AI by LULA) is an Insurance AI that is capable of having human like conversations, built to lower Sales and Support costs.

Related categories

  • AI Tools