SegMate + AgencyZoom Integration

Connect SegMate to AgencyZoom - Automate your workflows in 1-click

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SegMate + AgencyZoom Integration

Create AgencyZoom contact for new SegMate response

When someone completes your SegMate, a new contact is automatically created in your AgencyZoom. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the SegMate is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a SegMate - AgencyZoom integration set up makes it easy to manage your customer relationships and grow your business.
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SegMate + AgencyZoom Integration

Create AgencyZoom task for new SegMate response

It's important to stay on top of your customer relationships, and one way to do that is to create AgencyZoom tasks for new SegMate responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that AgencyZoom task for new SegMate response received today - your customers will thank you for it!
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SegMate + AgencyZoom Integration
1.
  • SegMate
    Input received in chatbot in SegMate Instant
2.
  • AgencyZoom
    Adding customer note in AgencyZoom
  • AgencyZoom
    Adding lead note in AgencyZoom
  • AgencyZoom
    Create a task in AgencyZoom
  • AgencyZoom
    Create a personal lead in AgencyZoom
  • AgencyZoom
    Search Lead in AgencyZoom
  • AgencyZoom
    Update personal lead in AgencyZoom
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750 Tasks
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2,000 Tasks
in $19.99

Integrate SegMate & AgencyZoom In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate SegMate & AgencyZoom with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

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