AgencyZoom + Gmail
Create service requests in AgencyZoom for new emails in Gmail
Streamline your workflow and enhance your customer service with this automation. When you receive a new email in your Gmail account, a service request will be instantly created in AgencyZoom. This eliminates the need for manual data entry, ensuring quick and efficient handling of client requests.
Streamline your workflow and enhance your customer service with this automation. When you receive a new email in your Gmail account, a service request will be instantly created in AgencyZoom. This eliminates the need for manual data entry, ensuring quick and efficient handling of client requests.
- When this happens...New Email
Triggers when a new e-mail appears in the specified mailbox.
- automatically do this!Create Service Request
Create a service request in Agencyzoom.
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- 14 day trial for premium features & apps
About AgencyZoom
AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Gmail
One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
