AgencyZoom + Microsoft Excel
Add new rows in Microsoft Excel when new policies are sold in AgencyZoom
Keep track of your new policies in a smoother way with this AgencyZoom-Microsoft Excel workflow. When a new policy gets sold in AgencyZoom, it instantly creates a row in your Microsoft Excel spreadsheet. This straightforward automation helps your team have a quick glance at policy updates, enhancing efficiency in managing sales data.
Keep track of your new policies in a smoother way with this AgencyZoom-Microsoft Excel workflow. When a new policy gets sold in AgencyZoom, it instantly creates a row in your Microsoft Excel spreadsheet. This straightforward automation helps your team have a quick glance at policy updates, enhancing efficiency in managing sales data.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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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 Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets.
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