AgencyZoom + MessageDesk
Create or update MessageDesk contacts when new leads are generated in AgencyZoom
Simplify your processes by applying this seamless connection between AgencyZoom and MessageDesk. Every time a lead is established in AgencyZoom, it converts into a contact within MessageDesk. This efficient automation assists in keeping your records consistently updated, ensures elimination of repeated data entries and reduces scope of errors. Gain a streamlined approach to contact management, freeing up valuable time to focus on lead nurturing.
Simplify your processes by applying this seamless connection between AgencyZoom and MessageDesk. Every time a lead is established in AgencyZoom, it converts into a contact within MessageDesk. This efficient automation assists in keeping your records consistently updated, ensures elimination of repeated data entries and reduces scope of errors. Gain a streamlined approach to contact management, freeing up valuable time to focus on lead nurturing.
- When this happens...Lead Created
Triggers when a new Lead is added.
- automatically do this!Add or Update Contact
Creates a contact or updates them if they already exist
- 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
