AgencyZoom Search Leads
The Search Leads node looks up leads in AgencyZoom and hands back a page of matches. Every filter is optional, so you can search broadly or narrow down to exactly the leads you want.
When to use it
- You want to find leads by name, source, or status before acting on them.
- You need a page of leads at a certain stage, such as new or quoted.
- You want to search, then work with the first match in a later step.
Inputs
Every filter is optional. Any field can be a fixed value or an expression that reads from an earlier step.
Outputs
Example
A workflow chases up stale leads for Chen Insurance Group. It uses Search Leads to find leads still at the “quoted” stage sorted by oldest activity first, then loops over them with a For Each step to add a follow-up note to each.
Ask for only the page size you need. Large pages bloat the run’s history, so keep the default of 20 unless you truly need more, and page through results rather than pulling everything at once.