AgencyZoom + Ramsey Pro Portal + Filter by Zapier
Update opportunity statuses in the Ramsey Pro Portal for new lead status changes in AgencyZoom
Are you tired of making status updates to your opportunities in both AgencyZoom and the Ramsey Pro Portal? Now with the help of Zapier, this tedious work is done for you! This integration will update your opportunity statuses within the Ramsey Pro portal whenever a lead status changes in AgencyZoom.
Are you tired of making status updates to your opportunities in both AgencyZoom and the Ramsey Pro Portal? Now with the help of Zapier, this tedious work is done for you! This integration will update your opportunity statuses within the Ramsey Pro portal whenever a lead status changes in AgencyZoom.
- When this happens...Lead Status Change
Triggers when the status of a Lead changes.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Update Opportunity Status
Updates an Opportunity Status within the RamseyTrusted Pro Portal.
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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
