AgencyBloc + Smartsheet
Create individuals in AgencyBloc from new rows in Smartsheet
Stay organized and efficient with this streamlined workflow. When a new row is added in Smartsheet, an individual is swiftly created in AgencyBloc. This seamless process saves time, reduces manual data entry errors and ensures your AgencyBloc database is always up-to-date with your latest Smartsheet entries.
Stay organized and efficient with this streamlined workflow. When a new row is added in Smartsheet, an individual is swiftly created in AgencyBloc. This seamless process saves time, reduces manual data entry errors and ensures your AgencyBloc database is always up-to-date with your latest Smartsheet entries.
- When this happens...New Row
Triggers when a new row is added.
- automatically do this!Create Individual
Creates an Individual 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 Smartsheet
Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.
