AgencyZoom + Sembley

AgencyZoom + Sembley integrations

Create AgencyZoom leads when new insureds are sent to Zapier in Sembley

This Zap automatically creates a business lead in AgencyZoom with clicks on "Send to Zapier" for new insureds in Sembley. Prep your follow up outreach without any added clicks.

When this happens...
Send Insured to ZapierTriggers when a user shares an insured from the insured index
TriggerInstant
automatically do this!
Create Business LeadCreate a business lead in Agencyzoom.
ActionWrite

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More things you can do with Sembley and AgencyZoom

Discover other triggers and actions you can use with Sembley and AgencyZoom

New Insured
Triggers when a new insured is created.
Trigger
Instant
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- Notification Types
  Required
Trigger
Instant
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- Insured Name
  Required
- Insured Email
- Insured NAICS Code
- Insured SIC Code
- Insured Primary Phone Number
- Insured Cell Phone Number
- Insured Tax Identification Number
- Insured Website
- Insured Fax Number
- Insured Contact Full Name
Action
Write
Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
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Service Request Created
Triggers when a new Service Request is created.
Trigger
Instant
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- 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

Submitted for Review
Triggers when a submission or custom intake is submitted for review.
Trigger
Instant
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Send Insured to Zapier
Triggers when a user shares an insured from the insured index
Trigger
Instant
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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

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)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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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Related categories

Productivity