New to all this but i would like my Agency Zoom &/or Salesforce systems to automatically move a Customer to our Winback pipeline when they no longer have any active policies with us, possible? “agency zoom when a customer no longer has active policies they move into smart cycle”
Thx
Hey
This is possible to automate with Agency Zoom API’s.
First record all the new or updated customers in some database like Airtable or Google Sheet when there is active policy
Now every day or 2-3 times in week check for all above customers and check if there is any active policy. If not move to WinBack pipeline and remove from database
Thank you for pointing me in this direction it has been helpful.
Be well, respectfully.
Thanks for following up here, 
It sounds like their reply helped answer your question, so I’ll go ahead and mark it as the best answer for now.
If you run into any issues or have further questions feel free to reach back out. In the meantime, happy Zapping! 
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