AgencyZoom + Alchemer

Create personal leads in AgencyZoom from new survey responses in Alchemer

Save time and ease your lead management process with this Alchemer-AgencyZoom integration. Whenever a new survey response is received in Alchemer, a personal lead is instantly created in AgencyZoom. This streamlined workflow eliminates manual data entry, helping you focus on personalizing your client interactions rather than juggling technical tasks.

When this happens...
New Survey Response
Triggers when a new Alchemer survey is submitted.
TriggerScheduled
automatically do this!
Create Personal Lead
Triggers when a new Lead is added.
ActionWrite

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Supported triggers and actions

What does this mean?

- SurveyRequired
- Only Complete Responses?
Trigger
Scheduled
Try It
Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
Try It
- TitleRequired
- Lead contact emailRequired
- Activity noteRequired
Action
Write
- NameRequired
Action
Write
- Customer NameRequired
- Customer Email AddressRequired
- Policy Number
- SummeryRequired
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- Customer Service Representative
- CSR Assignment Group
- Due after daysRequired
- Tag
- DescriptionRequired
Action
Write

- Field to Search ByRequired
- Create Agencyzoom lead if it doesn't exist yet?Required
Action
Search

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 NameRequired
- Contact Name
Action
Write
- LeadRequired
Action
Write
- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
Action
Write