While SALT does not have a direct integration with Agency Zoom, you can set up a "Zap" through Zapier that'll be triggered once a submission has been completed.
This will allow you to link SALT to Agency Zoom through Zapier's automation capabilities using the triggers listed below.
Expand to see SALT's "Zap" triggers:
Expand to see SALT's "Zap" triggers:
contact.created
contact.updated
form.progress
submission.created
submission.complete
submission.assignment.change
submissions.tag.change
submission.sent_to_rater
submissions.document.added
submissions.status.change
Tap this link for detailed steps on how to connect SALT <-> Zapier <-> Agency Zoom (and other platforms).
🧂SALTY Tip:
Most of our agents only send data such as: Name, number, email, address;
You may encounter issues if you attempt to send data like VIN, DL#, etc.