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AgencyBloc + Google Sheets

AgencyBloc + Google Sheets

AgencyBloc + Google Sheets integrations

Create new Google Sheets rows for newly created individuals in AgencyBloc

Streamline your client onboarding process with this simple workflow. Whenever a new individual is created in AgencyBloc, this automation adds a row in your Google Sheets spreadsheet. This ensures that your records are up-to-date, helping you maintain a well-organized database and freeing up your time for more essential tasks.

  1. When this happens...
    Individual Created
    Individual Created
    Individual CreatedTriggers when an Individual is created in AgencyBloc.
  2. automatically do this!
    Create Spreadsheet Row
    Create Spreadsheet Row
    Create Spreadsheet RowCreate a new row in a specific spreadsheet.
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More things you can do with AgencyBloc and Google Sheets

Discover other triggers and actions you can use with AgencyBloc and Google Sheets

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    Activity Created

    Triggers when an Activity is created in AgencyBloc.

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    Group Created

    Triggers when a Group is created in AgencyBloc.

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    • Mask SSN Data
    • Mask Medicare Beneficiary ID Data
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    Policy Created

    Triggers when a Policy is created in AgencyBloc.

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    Activity Updated

    Triggers when an Activity is updated in AgencyBloc.

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    Group Updated

    Triggers when a Group is updated in AgencyBloc.

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    • Mask SSN Data
    • Mask Medicare Beneficiary ID Data
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  • AgencyBloc triggers, actions, and search
    Policy Updated

    Triggers when a Policy is updated in AgencyBloc.

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About AgencyBloc
AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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