AgencyZoom + Gmail
Send emails for new policies sold in AgencyZoom via Gmail
Easily stay connected with your clients when a new insurance policy is sold in AgencyZoom. With this automation, an email will be sent via Gmail to keep them updated on their policy purchase. Save time and ensure efficient communication by seamlessly integrating AgencyZoom and Gmail in your workflow.
Easily stay connected with your clients when a new insurance policy is sold in AgencyZoom. With this automation, an email will be sent via Gmail to keep them updated on their policy purchase. Save time and ensure efficient communication by seamlessly integrating AgencyZoom and Gmail in your workflow.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Send Email
Triggers when a new e-mail appears in the specified mailbox.
- Free forever for core features
- 14 day trial for premium features & apps
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
