AgencyZoom + Capsule CRM
Create tasks in AgencyZoom for new or updated contacts in Capsule CRM
Stay organized and efficient with this Capsule CRM and AgencyZoom integration. When a contact is added or updated in Capsule CRM, this workflow creates a corresponding task in AgencyZoom, ensuring important client updates are not missed. Streamline your process and never miss a beat with this seamless connection.
Stay organized and efficient with this Capsule CRM and AgencyZoom integration. When a contact is added or updated in Capsule CRM, this workflow creates a corresponding task in AgencyZoom, ensuring important client updates are not missed. Streamline your process and never miss a beat with this seamless connection.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Task
Create a task in Agencyzoom.
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About AgencyZoom
AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
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About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
