AgencyBloc + Levitate

Update Levitate contacts when individuals are updated in AgencyBloc

Keep your contacts in sync across AgencyBloc and Levitate with this convenient workflow. When an individual's details are adjusted in AgencyBloc, the relevant contact is immediately updated or created in Levitate. This streamlines your process, ensuring accurate and up-to-date information across both platforms.

Keep your contacts in sync across AgencyBloc and Levitate with this convenient workflow. When an individual's details are adjusted in AgencyBloc, the relevant contact is immediately updated or created in Levitate. This streamlines your process, ensuring accurate and up-to-date information across both platforms.

  1. When this happens...
    AgencyBlocAgencyBloc
    Individual Updated

    Triggers when an Individual is updated in AgencyBloc.

    TriggerInstant
  2. automatically do this!
    LevitateLevitate
    Create or Update Levitate Contact

    Creates or updates a Contact in Levitate

    ActionWrite
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Supported triggers and actions

What does this mean?
  • AgencyBloc triggers, actions, and search

    Activity Created

    Triggers when an Activity is created in AgencyBloc.

    Trigger
    Instant
    Try It
  • AgencyBloc triggers, actions, and search

    Group Created

    Triggers when a Group is created in AgencyBloc.

    Trigger
    Instant
    Try It
    • Mask SSN Data

    • Mask Medicare Beneficiary ID Data

    Trigger
    Instant
    Try It
  • AgencyBloc triggers, actions, and search

    Policy Created

    Triggers when a Policy is created in AgencyBloc.

    Trigger
    Instant
    Try It
  • AgencyBloc triggers, actions, and search

    Activity Updated

    Triggers when an Activity is updated in AgencyBloc.

    Trigger
    Instant
    Try It
  • AgencyBloc triggers, actions, and search

    Group Updated

    Triggers when a Group is updated in AgencyBloc.

    Trigger
    Instant
    Try It
    • Mask SSN Data

    • Mask Medicare Beneficiary ID Data

    Trigger
    Instant
    Try It
  • AgencyBloc triggers, actions, and search

    Policy Updated

    Triggers when a Policy is updated in AgencyBloc.

    Trigger
    Instant
    Try It
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agencybloc logo

About AgencyBloc

AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.
Learn moreHelp

Related categories

  • Sales & CRM
levitate logo
levitate logo

About Levitate

Our Happiness Platform combines authentic communication tools, dedicated success specialists and AI to help you build lasting relationships.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)