AgencyZoom + DONNA

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.

  1. When this happens...
    DONNADONNA
    New Record in Insight

    Triggers when a new record has appeared in the insight chosen or created by you.

    TriggerInstant
  2. automatically do this!
    AgencyZoomAgencyZoom
    Create Business Lead

    Create a business lead in Agencyzoom.

    ActionWrite
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  • 14 day trial for premium features & apps

Supported triggers and actions

  • DONNA triggers, actions, and search

    New Campaign Insight for Auto Cross Sell

    New Record in Insight defined for Auto Cross Sell for Home Insurance Account.

    Trigger
    Instant
    Try It
  • DONNA triggers, actions, and search

    New Campaign Insight for Home Cross Sell

    New Record in Insight defined for Home Cross Sell for Auto Insurance Account

    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
donnaai logo
donnaai logo

About DONNA

Donna brings the power of Artificial Intelligence to Independent Insurance agents with out-of-the-box solutions addressing the top business concerns.

Related categories

  • Analytics