AgencyZoom + Rosie

Create new personal leads in AgencyZoom from new calls in Rosie

Improve your efficiency with this automated workflow between Rosie and AgencyZoom. On doing a new call in Rosie, a personal lead will be created in AgencyZoom instantly. This helps to increase lead generation and streamline your work processes, cutting down time spent on manual data entry.

When this happens...
New Call
Triggers when a new call has been added.
TriggerInstant
automatically do this!
Create Personal Lead
Triggers when a new Lead is added.
ActionWrite

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Supported triggers and actions

New Booking
Triggers when a new booking is created.
Trigger
Instant
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Updated Call
Triggers when an existing call has been updated.
Trigger
Instant
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Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
Try It
- TitleRequired
- Lead contact emailRequired
- Activity noteRequired
Action
Write
- NameRequired
Action
Write

- Customer NameRequired
- Customer Email AddressRequired
- Policy Number
- SummeryRequired
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- Customer Service Representative
- CSR Assignment Group
- Due after daysRequired
- Tag
- DescriptionRequired
Action
Write
- Field to Search ByRequired
- Create Agencyzoom lead if it doesn't exist yet?Required
Action
Search

New Call
Triggers when a new call has been added.
Trigger
Instant
Try It
Lead Created
Triggers when a new Lead is added.
Trigger
Instant
Try It
New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
Try It
- Business NameRequired
- Contact Name
Action
Write
- LeadRequired
Action
Write
- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
Action
Write