Integrate AgencyZoom with GoTo Connect to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate AgencyZoom with GoTo Connect - 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."

A trigger is the event that kicks off your automated workflow.

Setup an action from GoTo Connect

An action is what takes place after the automation is triggered. For example, with GoTo Connect, the action could be "Send SMS."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected AgencyZoom to GoTo Connect

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Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

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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

Set up your first integration

Quickly connect AgencyZoom to GoTo Connect with a Zapier template.

Our most popular template

Create notes in AgencyZoom for sent messages in GoTo Connect
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GoTo Connect + AgencyZoom

Create notes in AgencyZoom for sent messages in GoTo Connect

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GoTo Connect + AgencyZoom

Make work flow with AI

Level up your AgencyZoom to GoTo Connect integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect AgencyZoom and GoTo Connect 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.

An illustration representing how to automate lead management with Zapier.

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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect AgencyZoom and GoTo Connect to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.
Trigger
Instant
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New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
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- Business Name
  Required
- Contact Name
Action
Write
- Lead
  Required
Action
Write
- Title
  Required
- Assigned To
  Required
- Lead contact email
  Required
- Type
  Required
- Comments
- Task Date (and time)
  Required
Action
Write

- Organization Id
  Required
- Phone Number or Extension
  Required
Trigger
Scheduled
Try It
- Organization Id
  Required
- Phone Number or Extension
  Required
Trigger
Scheduled
Try It

- Organization Id
  Required
- Phone Number
  Required
Trigger
Scheduled
Try It
- Organization Id
  Required
- Owner Number
  Required
- Contact Number
  Required
- Message Body
  Required
Action
Write

Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
Try It
- Title
  Required
- Lead contact email
  Required
- Activity note
  Required
Action
Write
- Business Name
  Required
Action
Write
- Business Name
  Required
- Customer Email Address
  Required
- Policy Number
- Summery
  Required
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- Customer Service Representative
- CSR Assignment Group
- Due after days
  Required
- Tag
- Description
  Required
Action
Write
- Field to Search By
  Required
- Create Agencyzoom lead if it doesn't exist yet?
  Required
Action
Search
- Organization Id
  Required
- Phone Number or Extension
  Required
Trigger
Scheduled
Try It
- Organization Id
  Required
- Phone Number
  Required
Trigger
Scheduled
Try It
- Organization Id
  Required
- Extension
  Required
Trigger
Scheduled
Try It

Learn how to automate AgencyZoom on the Zapier blog

Learn how to automate GoTo Connect on the Zapier blog

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About GoTo Connect

GoTo Connect is a fully integrated business communications solution, with calls, meetings and messaging unified on one platform.

Related categories

Communication

Integrate AgencyZoom with GoTo Connect to automate your work

How Zapier works

Select a trigger from AgencyZoom

Setup an action from GoTo Connect

That’s it! You just connected AgencyZoom to GoTo Connect

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Set up your first integration

Create notes in AgencyZoom for sent messages in GoTo Connect

Create notes in AgencyZoom for sent messages in GoTo Connect

Make work flow with AI

Connect AgencyZoom and GoTo Connect to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Connect AgencyZoom and GoTo Connect to unlock the power of automation

Supported triggers and actions

Learn how to automate AgencyZoom on the Zapier blog

Learn how to automate GoTo Connect on the Zapier blog

Connect AgencyZoom to GoTo Connect on the world's largest no-code automation platform