AgencyZoom + Ramsey Pro Portal + Filter by Zapier

AgencyZoom + Ramsey Pro Portal integrations

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.

When this happens...
Lead Status ChangeTriggers when the status of a Lead changes.
TriggerInstant
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Update Opportunity StatusUpdates an Opportunity Status within the RamseyTrusted Pro Portal.
ActionWrite

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More things you can do with these apps

Discover other triggers and actions you can use with AgencyZoom, Filter by Zapier, and more

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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Service Request Status Change
Triggers when the status of a Service Request changes.
Trigger
Instant
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- Business Name
  Required
- Contact Name
Action
Write
- Lead
  Required
Action
Write

- Service Request
  Required
- Summary
  Required
- Description
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- csr
  Required
- Due Date
- Other Producers
- Tags
Action
Write
- Field to Search By
  Required
- Create Agencyzoom lead if it doesn't exist yet?
  Required
Action
Search

- Only continue if...
  Required
Action
Filter

Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
Try It
Service Request Created
Triggers when a new Service Request is created.
Trigger
Instant
Try It
- Title
  Required
- Lead contact email
  Required
- Activity note
  Required
Action
Write
- Name
  Required
Action
Write
- Customer Name
  Required
- Customer Email Address
  Required
- Policy Number
- Summery
  Required
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- Customer Service Representative
- CSR Assignment Group
- Due after days
  Required
- Tag
- Description
  Required
Action
Write
- Title
  Required
- Assigned To
  Required
- Contact (lead or customer) email
  Required
- Type
  Required
- Comments
- Task Date (and time)
  Required
Action
Write
- Customer Name
- Pipeline
- Stage
- Created Date Start
- Created Date End
Action
Search
- Primary CRM Status
  Required
- Secondary CRM Status (optional)
- Opportunity Email
  Required
- Policy Amount (optional)
Action
Write

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

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Related categories

CRM (Customer Relationship Management)

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About Ramsey Pro Portal

Ramsey Pro Portal is a tool to view, manage and communicate with RamseyTrusted Referrals.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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Developer Tools

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