Written By David Watson
Last updated 5 months ago
Step 1: Trigger - QuoteForm Submitted
Best practice is to do a submission on yourself so you have test data available.
Step 2: Action - AgencyZoom
Event: Find a Lead
TIP: I recommend that you always use the Find a Lead action so that it will both check for an existing lead to update AND will create a new lead if one is not found.
Filed to Search By: Email
Input the email address from the QuoteForm by typing /Client Email
Set Create AgencyZoom lead if it doesn’t exist yet? to Yes
Step 3: Map data from QuoteForm Submission
TIP: As you type these in, you will see the options reduce. Once their is only one option left you will click on the option that is being displayed.
Field | Required | Input |
Name | Yes | /Client Full Name |
Pipeline | No | Select Pipeline from Dropdown |
Stage | No | Select Stage from Dropdown |
Lead Owner | No | Select Round Robin Assignment or Team Member |
Customer Service | No | Select Team Member |
Lead Source | No | Select from Dropdown |
Yes | /Client Email | |
Phone Number | No | /Client Phone Number |
Street Address | No | /Data Personal Details Step 4 Address Line 1 |
City | No | /Data Personal Details Step 4 City |
State | No | /Data Personal Details Step 4 State |
Postal Code | No | /Data Personal Details Step 4 Postal Code |
Comments | No | Completely up to you; example below |
Tags | No | Completely up to you |
Birthday | No | /Client Date of Birth |
Comment Example:
Type of Submission: /Submission Type
Lines of Business: /Lines of Business
Contact Preference: /Client Contact Preference
If you experience any issues or have any questions please take screenshots of what you have and email to david@riskadvisor.insure