AgencyZoom + Canopy Connect
Create personal leads in AgencyZoom from new completed pulls in Canopy Connect
Make your sales process more efficient with this workflow. When you complete a pull in Canopy Connect, it creates a personal lead in AgencyZoom, ensuring you have all the important customer information in one place. A seamless and organized way to manage lead generation, without any manual entries.
Make your sales process more efficient with this workflow. When you complete a pull in Canopy Connect, it creates a personal lead in AgencyZoom, ensuring you have all the important customer information in one place. A seamless and organized way to manage lead generation, without any manual entries.
- When this happens...Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
- automatically do this!Create Personal Lead
Triggers when a new Lead is added.
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Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
Try ItLead Status Change
Triggers when the status of a Lead changes.
Try ItTitleRequired
Lead contact emailRequired
Activity noteRequired
NameRequired
