AgencyZoom + Mav

Update leads in AgencyZoom when new events occur in Mav

Stay ahead in managing your business leads effectively with this practical workflow. As soon as a new event occurs in Mav, it promptly reflects the updated lead information in AgencyZoom. By eliminating the manual data transfer between Mav and AgencyZoom, this smooth, automated operation lets you focus more on nurturing your client relationships, effectively optimizing your business growth.

When this happens...
New EventTriggers when an event occurs during a play.
TriggerInstant
automatically do this!
Update LeadUpdate a lead in Agencyzoom.
ActionWrite

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More things you can do with Mav and AgencyZoom

Discover other triggers and actions you can use with Mav and AgencyZoom

- Playbook
Trigger
Instant
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- Conversion
  Required
- Lead ID
  Required
- Event Timestamp
Action
Write
- Mobile Phone
  Required
Action
Write
- Party Line Availability
  Required
Action
Write
Lead Created
Triggers when a new Lead is added.
Trigger
Instant
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Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
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Service Request Created
Triggers when a new Service Request is created.
Trigger
Instant
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- Title
  Required
- Lead contact email
  Required
- Activity note
  Required
Action
Write
- Name
  Required
Action
Write
- Customer Name
  Required
- Customer Email Address
  Required
- Policy Number
- Summery
  Required
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- Customer Service Representative
- CSR Assignment Group
- Due after days
  Required
- Tag
- Description
  Required
Action
Write
- Title
  Required
- Assigned To
  Required
- Contact (lead or customer) email
  Required
- Type
  Required
- Comments
- Task Date (and time)
  Required
Action
Write
- Customer Name
- Pipeline
- Stage
- Created Date Start
- Created Date End
Action
Search

- Playbook
Trigger
Instant
Try It
- Playbook
- First Name
- Last Name
- Mobile Phone
  Required
- Email
- SMS Consent
  Required
- Party Line DID
- Name
- Name
- Use Business Hours
  Required
Action
Write
- Lead ID
  Required
- First Name
- Last Name
- Email
- Party Line DID
Action
Write
- Mobile Phone
  Required
Action
Search
Lead Stage Change
Triggers when the stage of a Lead changes.
Trigger
Instant
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New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
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Service Request Status Change
Triggers when the status of a Service Request changes.
Trigger
Instant
Try It
- Business Name
  Required
- Contact Name
Action
Write
- Lead
  Required
Action
Write
- Service Request
  Required
- Summary
  Required
- Description
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- csr
  Required
- Due Date
- Other Producers
- Tags
Action
Write
- Field to Search By
  Required
- Create Agencyzoom lead if it doesn't exist yet?
  Required
Action
Search

About AgencyZoom

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Mav

Mav is an AI-powered SMS agent that automates the back-and-forth with your leads and customers via text message.

HelpHelp

Related categories

Sales & CRM

Related Zap Templates

Create new leads in AgencyZoom from new events in Mav

Related Zap Templates

Create new leads in AgencyZoom from new events in Mav