Question

How to create a Zap that moves leads in Agency Zoom based on lead source updates

Need to get some direction with creating zap that moves lead into new pipeline once the lead source is updated. The crm is Agency Zoom.

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+14

Hi @EdTX

Have you explored using native AgencyZoom automations?

For the AgencyZoom Zap app integration, the only trigger related to Lead updates is “Lead Status Change” rather than “Lead Updated”.

Otherwise, try using AgencyZoom webhooks:

Zap trigger: Webhook - Catch Hook

This will generate a unique webhook URL to configure in AgencyZoom.

Try reaching out to AgencyZoom Support for help with their app and Zap app integration.

⚡ Troy Tessalone - AutomationAce.com | Top Zapier Solution Partner | #1 Zapier Community Contributor

+11

Hey there @EdTX 👋 Have you had a chance to give Troy’s suggestion of using either the Lead Status Change or Webhooks trigger for this yet?

Let us know how it goes when you do! 🙂

2 replies