AgencyZoom + Mailchimp
Add Mailchimp subscribers when new policies are sold in AgencyZoom
Effortlessly grow your email marketing list with this efficient workflow between AgencyZoom and Mailchimp. Whenever a new policy is sold in AgencyZoom, it will add or update the corresponding subscriber to your Mailchimp list, making it easier to engage with your customers and maintain up-to-date contact information. Increase customer retention and make the most of your email campaigns with this seamless integration.
Effortlessly grow your email marketing list with this efficient workflow between AgencyZoom and Mailchimp. Whenever a new policy is sold in AgencyZoom, it will add or update the corresponding subscriber to your Mailchimp list, making it easier to engage with your customers and maintain up-to-date contact information. Increase customer retention and make the most of your email campaigns with this seamless integration.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Add/Update Subscriber
Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.
- 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
