AgencyZoom + Sembley
Create AgencyZoom leads when new insureds are sent to Zapier in Sembley
This Zap automatically creates a business lead in AgencyZoom with clicks on "Send to Zapier" for new insureds in Sembley. Prep your follow up outreach without any added clicks.
This Zap automatically creates a business lead in AgencyZoom with clicks on "Send to Zapier" for new insureds in Sembley. Prep your follow up outreach without any added clicks.
- When this happens...Send Insured to Zapier
Triggers when a user shares an insured from the insured index
- automatically do this!Create Business Lead
Create a business lead in Agencyzoom.
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New Insured
Triggers when a new insured is created.
Try ItSend Insured to Zapier
Triggers when a user shares an insured from the insured index
Try ItLead Created
Triggers when a new Lead is added.
Try ItNew Policy Sold
Triggers when a new policy is sold.
Try It
Submitted for Review
Triggers when a submission or custom intake is submitted for review.
Try ItInsured NameRequired
Insured Email
Insured NAICS Code
Insured SIC Code
Insured Primary Phone Number
Insured Cell Phone Number
Insured Tax Identification Number
Insured Website
Insured Fax Number
Insured Contact Full Name
Lead Status Change
Triggers when the status of a Lead changes.
Try ItTitleRequired
Lead contact emailRequired
Activity noteRequired
