AgencyZoom + Synthflow AI
Make phone calls with Synthflow AI when new leads are created in AgencyZoom
Boost your sales process using this workflow. When a new lead is established in AgencyZoom, it triggers SynthFlow AI to initiate a phone call. This is an efficient way to engage potential clients quickly and seamlessly, rather than manually dialing each new lead. This automated process enhances customer outreach while saving significant time.
Boost your sales process using this workflow. When a new lead is established in AgencyZoom, it triggers SynthFlow AI to initiate a phone call. This is an efficient way to engage potential clients quickly and seamlessly, rather than manually dialing each new lead. This automated process enhances customer outreach while saving significant time.
- When this happens...Lead Created
Triggers when a new Lead is added.
- automatically do this!Create Call
Initiates a real-time voice call through the AI assistant.
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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
