AgencyZoom + Yelp Leads

Create personal leads in AgencyZoom for every new lead in Yelp Leads

Streamline your sales process by instantly transforming new Yelp Leads into Personal Leads in AgencyZoom. As soon as a new lead registers on Yelp, this workflow will instantly set up a Personal Lead in AgencyZoom, saving you time and keeping your contact database up to date. Enhance productivity and ensure you never miss an opportunity to engage with potential clients.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerInstant
automatically do this!
Create Personal Lead
Triggers when a new Lead is added.
ActionWrite

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Supported triggers and actions

- Recommended Reading Before Getting Started
- Need Help?
Trigger
Instant
Try It
- Recommended Reading Before Getting Started
- Need Help?
Trigger
Instant
Try It
- Yelp Lead IDRequired
- Reply TypeRequired
Action
Write
- Yelp Lead IDRequired
- Response ContentRequired
Action
Write
- Yelp Lead IDRequired
Action
Search

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

- Upgrade Notice
- Recommended Reading Before Getting Started
- Need Help?
Trigger
Instant
Try It
- Recommended Reading Before Getting Started
- Need Help?
Trigger
Instant
Try It
- Yelp Lead IDRequired
- Message IDRequired
- Time Read (optional)
Action
Write
- Yelp Business IDRequired
Action
Search
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