Create Facebook Pages posts for new policies sold in AgencyZoom
Boost your online presence each time a new policy is sold via AgencyZoom. An engaging post is immediately crafted on your Facebook Page, showcasing your latest success. This streamlined process not only keeps your followers updated on your recent achievements but also aids in growing your audience outreach. A clever, time-efficient solution to enhance your digital footprint.
Boost your online presence each time a new policy is sold via AgencyZoom. An engaging post is immediately crafted on your Facebook Page, showcasing your latest success. This streamlined process not only keeps your followers updated on your recent achievements but also aids in growing your audience outreach. A clever, time-efficient solution to enhance your digital footprint.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Create Page Post
Triggers when anyone (including you) posts to your Page's Timeline.
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Lead Created
Triggers when a new Lead is added.
Try ItNew Policy Sold
Triggers when a new policy is sold.
Try ItBusiness NameRequired
Contact Name
LeadRequired
Lead Status Change
Triggers when the status of a Lead changes.
Try ItTitleRequired
Lead contact emailRequired
Activity noteRequired
NameRequired
Customer NameRequired
Customer Email AddressRequired
Policy Number
SummeryRequired
CategoryRequired
PriorityRequired
PipelineRequired
StageRequired
Customer Service Representative
CSR Assignment Group
Due after daysRequired
Tag
DescriptionRequired