AgencyZoom + Beetexting
Create or update Beetexting contacts when new leads are created in AgencyZoom
Seize every sales opportunity by instantaneously updating your Beetexting contacts each time a new lead springs up in AgencyZoom. This streamlined process ensures you're always ready to engage with potential clients promptly and effectively. Let this convenient workflow handle the task, saving you valuable time while ensuring you stay connected with your prospects.
Seize every sales opportunity by instantaneously updating your Beetexting contacts each time a new lead springs up in AgencyZoom. This streamlined process ensures you're always ready to engage with potential clients promptly and effectively. Let this convenient workflow handle the task, saving you valuable time while ensuring you stay connected with your prospects.
- When this happens...Lead Created
Triggers when a new Lead is added.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact based on mobile number
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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
