Connect Sembley and AgencyZoom to unlock the power of automation
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Choose an Action
How Zapier works
Zapier makes it easy to integrate Sembley with AgencyZoom - no code necessary. See how you can get setup in minutes.
Select a trigger from Sembley
A trigger is an event that starts your Zap and runs the workflow. For example, with Sembley, a trigger could be "New Entity."
Setup an action from AgencyZoom
An action is what takes place after the automation is triggered. For example, with AgencyZoom, the action could be "Create a Note."
That’s it! You just connected Sembley to AgencyZoom
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Connect Sembley and AgencyZoom 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.
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.
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.
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.
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.
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.
- New Entity
Triggers when there is a new entity.
Try It - Lead Created
Triggers when a new Lead is added.
Try It - New Policy Sold
Triggers when a new policy is sold.
Try It - Business NameRequired
- Contact Name
- Entity NameRequired
- insured full name
- insured email
- insured naics code
- insured sic code
- insured primary phone number
- insured tax identification number
- Lead Status Change
Triggers when the status of a Lead changes.
Try It - TitleRequired
- Lead contact emailRequired
- Activity noteRequired
- Business NameRequired
Learn how to automate Sembley on the Zapier blog
Learn how to automate AgencyZoom on the Zapier blog
About Sembley
Sembley is a modern, cloud-based platform that streamlines insurance submissions and renewals with simple intakes that populate complete applications.
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About AgencyZoom
AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
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