Create business leads in Agency Zoom from new records in insights in DONNA
Keep your prospects up to date effortlessly. With this Zap in action, each new record in an insight in Donna will be automatically pushed as a business lead to Agency Zoom.
Keep your prospects up to date effortlessly. With this Zap in action, each new record in an insight in Donna will be automatically pushed as a business lead to Agency Zoom.
- When this happens...New Record in Insight
Triggers when a new record has appeared in the insight chosen or created by you.
- automatically do this!Create Business Lead
Create a business lead in Agencyzoom.
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Insight name
Donna Channel NameRequired
Try ItNew Rolling 30 Day Insight for Auto Cross Sell
New Record in Insight defined for Auto Cross Sell for Home Insurance Account
Try ItNew Rolling 30 Day Insight for Home Cross Sell
New Record in Insight defined for Home Cross Sell for Auto Insurance Account.
Try ItLead Status Change
Triggers when the status of a Lead changes.
Try It
New Campaign Insight for Auto Cross Sell
New Record in Insight defined for Auto Cross Sell for Home Insurance Account.
Try ItNew Campaign Insight for Home Cross Sell
New Record in Insight defined for Home Cross Sell for Auto Insurance Account
Try ItLead Created
Triggers when a new Lead is added.
Try ItNew Policy Sold
Triggers when a new policy is sold.
Try It