AgencyZoom + Beetexting
Create or update Beetexting contacts when new leads are created in AgencyZoom
Maintain seamless and coordinated communication with your leads from AgencyZoom by automatically creating or updating them as Contacts in Beetexting. This efficient workflow streamlines lead management, saving you valuable time and ensuring no prospect falls through the cracks. Pave the way for proactive outreach and higher conversions with this setup between AgencyZoom and Beetexting.
Maintain seamless and coordinated communication with your leads from AgencyZoom by automatically creating or updating them as Contacts in Beetexting. This efficient workflow streamlines lead management, saving you valuable time and ensuring no prospect falls through the cracks. Pave the way for proactive outreach and higher conversions with this setup between AgencyZoom and Beetexting.
- When this happens...Lead Created
Triggers when a new Lead is added.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact based on mobile number
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- 14 day trial for premium features & apps
Lead Created
Triggers when a new Lead is added.
Try ItNew Policy Sold
Triggers when a new policy is sold.
Try ItBusiness NameRequired
Contact Name
LeadRequired
Lead Status Change
Triggers when the status of a Lead changes.
Try ItTitleRequired
Lead contact emailRequired
Activity noteRequired
NameRequired
Customer NameRequired
Customer Email AddressRequired
Policy Number
SummeryRequired
CategoryRequired
PriorityRequired
PipelineRequired
StageRequired
Customer Service Representative
CSR Assignment Group
Due after daysRequired
Tag
DescriptionRequired
