AgencyZoom + InsuranceXDate
Create business leads in AgencyZoom when new appointments are scheduled on InsuranceXDate
Find yourself spending too much time manually adding prospects to your CRM? This automation will create a business lead in AgencyZoom whenever you schedule a new appointment on InsuranceXDate.
Find yourself spending too much time manually adding prospects to your CRM? This automation will create a business lead in AgencyZoom whenever you schedule a new appointment on InsuranceXDate.
- When this happens...New Company Flags
Triggers when a new company flag is created.
- automatically do this!Create Business Lead
Create a business lead in Agencyzoom.
- Free forever for core features
- 14 day trial for premium features & apps
Save
Contacted
Quoting
Written
Nextyear
Followup
Appt
Try ItUidRequired
Lead Created
Triggers when a new Lead is added.
Try ItNew Policy Sold
Triggers when a new policy is sold.
Try It
UidRequired
NameRequired
AddressRequired
StateRequired
Lead Status Change
Triggers when the status of a Lead changes.
Try ItTitleRequired
Lead contact emailRequired
Activity noteRequired
About AgencyZoom
AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
Related categories
About InsuranceXDate
Insurance Xdate is where new business begins. Identify and engage with prospects in minutes, keep track of your opportunities and get production done.