AgencyZoom + SALT
Create personal leads in AgencyZoom from new completed submissions in SALT
Keep your AgencyZoom lead lists current as you complete submissions in SALT. With this setup, each finished submission in SALT instantly creates a new personal lead in AgencyZoom. This saves you time and ensures accuracy, letting you focus on what’s really important - closing those leads. Enjoy an efficient process with less manual data entry and stay ahead of the competition.
Keep your AgencyZoom lead lists current as you complete submissions in SALT. With this setup, each finished submission in SALT instantly creates a new personal lead in AgencyZoom. This saves you time and ensures accuracy, letting you focus on what’s really important - closing those leads. Enjoy an efficient process with less manual data entry and stay ahead of the competition.
- When this happens...Submission Complete
Triggers when a prospect completes a form submission.
- automatically do this!Create Personal Lead
Triggers when a new Lead is added.
- Free forever for core features
- 14 day trial for premium features & apps
New Contact
Triggers when a contact is created.
Try ItForm Progress
Triggers when a prospect moves forward on a SALT form.
Try ItSubmission Assignment Change
Triggers when a submission's employee assignment is set or changed.
Try ItSubmission Created
Triggers when a prospect starts a new submission or an agent creates a new submission.
Try It
