AgencyZoom + Platform.ly Integration

Connect AgencyZoom to Platform.ly in 1 click

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1.
  • Platform.ly
    Contact is created in Platform.ly
  • Platform.ly
    Tag is created in Platform.ly
  • Platform.ly
    Custom field is created in Platform.ly
  • Platform.ly
    Segment is created in Platform.ly
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2.

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Ready Workflows Ready Workflows   for AgencyZoom + Platform.ly Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Platform.ly + AgencyZoom Integration

Create AgencyZoom contact for new Platform.ly contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new AgencyZoom contact and Platform.ly contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Platform.ly + AgencyZoom Integration

Create AgencyZoom task for new Platform.ly contact

AgencyZoom and Platform.ly are two powerful cloud-based tools that can be used to improve business productivity. Using this AgencyZoom - Platform.ly integration, you can automatically create task in AgencyZoom whenever a new contact is created in Platform.ly.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Automations

Top 10 Most Popular AgencyZoom Automations from
Integrately Community

Just click on the workflow you want to automate

Trello logo
AgencyZoom logo
Create AgencyZoom task for new Trello checklist
Activate
Google Sheets logo
AgencyZoom logo
Create AgencyZoom contact for new Google Sheets row
Activate
CompanyHub logo
AgencyZoom logo
Create AgencyZoom contact for new CompanyHub record
Salesforce logo
AgencyZoom logo
Create AgencyZoom contact for new Salesforce record
Airtable logo
AgencyZoom logo
Create AgencyZoom contact for new Airtable record
Trello logo
AgencyZoom logo
Create AgencyZoom task for new Trello checklist
Activate
Google Sheets logo
AgencyZoom logo
Create AgencyZoom contact for new Google Sheets row
Activate
CompanyHub logo
AgencyZoom logo
Create AgencyZoom contact for new CompanyHub record
Salesforce logo
AgencyZoom logo
Create AgencyZoom contact for new Salesforce record
Airtable logo
AgencyZoom logo
Create AgencyZoom contact for new Airtable record
Wassenger logo
AgencyZoom logo
Create AgencyZoom note for new Wassenger message
WaliChat  logo
AgencyZoom logo
Create AgencyZoom note for new WaliChat message
PulpoChat logo
AgencyZoom logo
Create AgencyZoom note for new PulpoChat message
Ringover logo
AgencyZoom logo
Create AgencyZoom note for new Ringover message
Bulldog-WP  logo
AgencyZoom logo
Create AgencyZoom note for new Bulldog-WP message
Wassenger logo
AgencyZoom logo
Create AgencyZoom note for new Wassenger message
WaliChat  logo
AgencyZoom logo
Create AgencyZoom note for new WaliChat message
PulpoChat logo
AgencyZoom logo
Create AgencyZoom note for new PulpoChat message
Ringover logo
AgencyZoom logo
Create AgencyZoom note for new Ringover message
Bulldog-WP  logo
AgencyZoom logo
Create AgencyZoom note for new Bulldog-WP message

Top 10 Most Popular Platform.ly Automations from
Integrately Community

Most popularmost-popular-automations
01
Quriobot logo
Platform.ly logo
Create Platform.ly contact for new Quriobot response
02
Swipe Pages logo
Platform.ly logo
Create Platform.ly contact for new Swipe Pages response
03
SendFox logo
Platform.ly logo
Create Platform.ly contact for new SendFox contact
04
Elementor Forms logo
Platform.ly logo
Create Platform.ly contact for new Elementor Forms form submission
05
Webflow (Legacy) logo
Platform.ly logo
Create Platform.ly contact for new Webflow form submission
cloud
Platform.ly
app integration
06
Simvoly logo
Platform.ly logo
Create Platform.ly contact for new Simvoly form submission
07
WPForms logo
Platform.ly logo
Create Platform.ly contact for new WPForms form submission
08
Mautic logo
Platform.ly logo
Create Platform.ly contact for new Mautic form submission
09
Ontraport logo
Platform.ly logo
Create Platform.ly contact for new Ontraport response
10
Survey Monkey logo
Platform.ly logo
Create Platform.ly contact for new Survey Monkey survey response
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

You Can Also Connect AgencyZoom or Platform.ly With 1400+ Other Apps

AgencyZoom
AgencyZoom
AgencyZoom is a comprehensive insurance agency management system. With its user-friendly interface and advanced features, it empowers insurance agents to optimize workflow, increase sales, automate tasks, and gain valuable insights.
Platform.ly
Platform.ly
Platformly helps you automate your marketing to deliver consistent and personalized engagement at scale. We unify all your channels and data into a single, actionable source of truth.