AgencyZoom and Salesflare
How to connect AgencyZoom
- Via Zapier — 15 operations available. Set it up ↗
- Via Make — Connect it on Make. Set it up ↗
What you can automate
- When lead Created in AgencyZoom, find or create contact in Salesflare.
- When new Account in Salesflare, create Business Lead in AgencyZoom.
- When new Task in Salesflare, create Task in AgencyZoom.
About AgencyZoom
AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
AgencyZoom operations on Zapier
Triggers (6)
Start a workflow when this happens
- Lead Created — Triggers when a new Lead is added.
- Lead Stage Change — Triggers when the stage of a Lead changes.
- Lead Status Change — Triggers when the status of a Lead changes.
- New Policy Sold — Triggers when a new policy is sold.
- Service Request Created — Triggers when a new Service Request is created.
Show 1 more triggers
- Service Request Status Change — Triggers when the status of a Service Request changes.
Actions (7)
Things Salesflare can make it do
- Create Business Lead — Create a business lead in Agencyzoom.
- Create Personal Lead — Create a personal lines lead in Agencyzoom.
- Create Service Request — Create a service request in Agencyzoom.
- Create Task — Create a task in Agencyzoom.
- Create a Note — Create a note for a lead or a customer.
Show 2 more actions
- Update Lead — Update a lead in Agencyzoom.
- Update Service Request — Update a service request in Agencyzoom.
Searches (2)
Look up existing records
- Find Service Request — Search for Service Request by customerName, pipeline, stage, create date range
- Find a Lead — Search for Lead by id, email, phone, or name.
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