Connect AgencyZoom and Formatter by Zapier to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Choose a Trigger
Start here
Start here
Choose an Action
Set up your first integration
Quickly connect AgencyZoom to Formatter by Zapier with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate AgencyZoom with Formatter by Zapier - no code necessary. See how you can get setup in minutes.
Select a trigger from AgencyZoom
A trigger is an event that starts your Zap and runs the workflow. For example, with AgencyZoom, a trigger could be "Lead Created."
Setup an action from Formatter by Zapier
An action is what takes place after the automation is triggered. For example, with Formatter by Zapier, the action could be "Date / Time."
That’s it! You just connected AgencyZoom to Formatter by Zapier
With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect AgencyZoom and Formatter by Zapier to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Lead Created
Triggers when a new Lead is added.
Try It - New Policy Sold
Triggers when a new policy is sold.
Try It - Business NameRequired
- Contact Name
- LeadRequired
- Lead Status Change
Triggers when the status of a Lead changes.
Try It - TitleRequired
- Lead contact emailRequired
- Activity noteRequired
- Business NameRequired
- Business NameRequired
- Customer Email AddressRequired
- Policy Number
- SummeryRequired
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- Customer Service Representative
- CSR Assignment Group
- Due after daysRequired
- Tag
- DescriptionRequired
Learn how to automate AgencyZoom on the Zapier blog
Learn how to automate Formatter by Zapier on the Zapier blog
About AgencyZoom
AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
Related categories
Similar appsZapier Interfaces App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.