Connect AgencyZoom and getprospect to Build Intelligent Automations
Enable Integrations or automations with these events of AgencyZoom and getprospect
Enable Integrations or automations with these events of AgencyZoom and getprospect
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Frequently Asked Questions
To start, connect both your AgencyZoom and getprospect accounts to viaSocket. Once connected, you can set up a workflow where an event in AgencyZoom triggers actions in getprospect (or vice versa).
Absolutely. You can customize how AgencyZoom data is recorded in getprospect. This includes choosing which data fields go into which fields of getprospect, setting up custom formats, and filtering out unwanted information.
The data sync between AgencyZoom and getprospect typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between AgencyZoom and getprospect. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About AgencyZoom
AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
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