How to connect Add to Calendar PRO with AgencyBloc
AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.
AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.
Integrate AgencyBloc with Add to Calendar PRO to seamlessly manage client interactions and events. Automatically log RSVPs, create events for new deals, and keep your CRM data up to date.
Integration Examples
Log RSVPs
Automatically add a note or activity to a contact in AgencyBloc when they RSVP to an event.
Create events from deals
When a deal reaches a certain stage in AgencyBloc, automatically create a kickoff event in Add to Calendar PRO.
Update contact info
If a user provides new details during RSVP, automatically update their contact record in AgencyBloc.
How to connect Add to Calendar PRO with AgencyBloc
- Create a Zapier account if needed.
- Connect Add to Calendar PRO with the API key generated in the application.
- Create a Zap and choose Add to Calendar PRO or AgencyBloc as the trigger.
- Choose the next action, test the Zap, then activate it.