AgencyZoom + WooSender

Create or update contacts in WooSender when new leads are created in AgencyZoom

Easily manage your leads and contacts effectively with this seamless workflow. Upon creation of a new lead in AgencyZoom, this process quickly creates or updates that contact in WooSender. This smart solution simplifies your process, saving you valuable time and ensuring constant update in your contact management system. Keep your databases up to date and nurture your leads with improved efficiency.

When this happens...
Lead Created
Triggers when a new Lead is added.
TriggerInstant
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Create or Update Contact
Create a new contact or updates an existing contact based on email address
ActionWrite

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Supported triggers and actions

Lead Created
Triggers when a new Lead is added.
Trigger
Instant
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New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
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- 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

Appointment Cancelled
Appointment Cancelled By WooSender
Trigger
Instant
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Appointment Updated
Appointment Updated By WooSender
Trigger
Instant
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New Contact
Triggers when a new contact has been added on WooSender.
Trigger
Instant
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- PipelineRequired
- StageRequired
Trigger
Instant
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- TagsRequired
Trigger
Instant
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- TitleRequired
- Start timeRequired
- End timeRequired
- Appointment Assignee
- Description
- Contact ID
- Contact Email
- Contact Phone Number
- Contact Assignee
- Campaign
- Pipeline
- Stages
Action
Write
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Write
- IdRequired
- TitleRequired
- Start timeRequired
- End TimeRequired
- Appointment AssigneeRequired
- Contact ID
- Contact Email
- Contact Phone Number
- Description
- Call Contact Automatically
- Resend notification based on the appointment changes
Action
Write
- First search property name
- Second search property name
- Third search property name
Action
Search
- First search property name
- Second search property name
- Third search property name
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Search or write

Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
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- 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
Appointment Created
Appointment Created By WooSender
Trigger
Instant
Try It
Marked as Attention
Triggers when contacts were marked as attention
Trigger
Instant
Try It
- PipelineRequired
- StageRequired
Trigger
Instant
Try It
- TagsRequired
Trigger
Instant
Try It
- Contact ID
- Contact Email
- Contact Phone Number
- Opportunity Name
- Same As Contact NameRequired
- Heat ScoreRequired
- Value
- PipelineRequired
- StageRequired
- Numbers Of ProductsRequired
- Update all fields if an opportunity already exists in the same pipelineRequired
Action
Write
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Note
- Tag
- Company
- Revenue
- Timezone
Action
Write
- Contact IDRequired
Action
Write
- Contact IDRequired
- Full Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Write
- First search property name
- Second search property name
- Third search property name
Action
Search

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About WooSender

WooSender is a communication tool that helps you start, converse, and book more appointments on autopilot for your business through SMS, email, live chat, phone calls, and more.

Learn more

Related categories

Marketing

AgencyZoom + WooSender

Create or update contacts in WooSender when new leads are created in AgencyZoom

Supported triggers and actions

Lead Created

New Policy Sold

Create Business Lead

Update Lead

Create Task

Appointment Cancelled

Appointment Updated

New Contact

Opportunity Deactivated From Pipeline/Stage

Tag Deleted

Create Appointment

Create Contact

Update Appointment

Find Appointments

Find or Create Contact

Lead Status Change

Create a Note

Create Personal Lead

Create Service Request

Find a Lead

Appointment Created

Marked as Attention

Opportunity Added or Moved to Pipeline/Stage

Tag Added

Add/Move Opportunity to Pipeline/Stage

Create or Update Contact

Get Contact

Update Contact

Find Contact

About AgencyZoom

Related categories

Similar apps

Zapier Interfaces

About WooSender

Related categories