How to Add Facebook Leads to AgencyZoom: Step-by-Step Guide
The Power of AI: Insurance Agent Bootcamp
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34m
Welcome to our tutorial on seamlessly integrating your Facebook leads into Agency Zoom!
In this video, Chantal Ortiz Meza, will walk you through each step of the process. This guide is perfect for insurance agents looking to streamline their lead management and maximize their efficiency.
What You’ll Learn:
Connecting Facebook to AgencyZoom: Step-by-step instructions on how to connect your Facebook account to AgencyZoom.
Creating a Zap in Zapier: Discover how to use Zapier to automate the transfer of leads from Facebook to AgencyZoom.
Mapping Lead Information: Understand how to map the fields from your Facebook leads to the corresponding fields in AgencyZoom.
Testing Your Integration: Learn how to test the setup to ensure leads are transferring correctly.
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