Insurance Website Builder integration with AgencyZoom
How to Add new leads in Insurance Website Builder to AgencyZoom as personal leads
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new leads in Insurance Website Builder to AgencyZoom as personal leads" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Insurance Website Builder integrations
Insurance Website Builder actions
Nekton can use any feature that is available in Insurance Website Builder API.
Using our advanced AI, you can easily create custom automations for Insurance Website Builder.
Here are some typical actions you can do in your automated workflows.
New Lead
Triggers when a form is filled on you insurance website builder website.
About Insurance Website Builder
ITC’s Insurance Website Builder builds websites for insurance agencies in the United States. Our insurance website experts know insurance website design so you get a strong online presence.