AgencyZoom + Google Chat

AgencyZoom + Google Chat integrations

Create messages in Google Chat for new policies sold in AgencyZoom

Increase your team's productivity with this simplified workflow. When a new policy is sold in AgencyZoom, a message is promptly created in Google Chat. This efficient automation enhances your team's communication, ensuring that every policy sale is instantly shared in real-time. Lead with innovation and stay ahead of your sales game by bridging AgencyZoom and Google Chat seamlessly.

When this happens...
New Policy SoldTriggers when a new policy is sold.
TriggerInstant
automatically do this!
Create MessageCreate a message in Hangouts Chat.
ActionWrite

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More things you can do with AgencyZoom and Google Chat

Discover other triggers and actions you can use with AgencyZoom and Google Chat

Lead Created
Triggers when a new Lead is added.
Trigger
Instant
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New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
Try It
Service Request Status Change
Triggers when the status of a Service Request changes.
Trigger
Instant
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- Business Name
  Required
- Contact Name
Action
Write
- Lead
  Required
Action
Write

- Service Request
  Required
- Summary
  Required
- Description
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- csr
  Required
- Due Date
- Other Producers
- Tags
Action
Write
- Field to Search By
  Required
- Create Agencyzoom lead if it doesn't exist yet?
  Required
Action
Search

- Hangouts Chat Room
  Required
- Message Title
  Required
- Message Image URL
- Message Subtitle
- Message Text
  Required
- Action Button Text
- Action Button URL
Action
Write

Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
Try It
Service Request Created
Triggers when a new Service Request is created.
Trigger
Instant
Try It
- Title
  Required
- Lead contact email
  Required
- Activity note
  Required
Action
Write
- Name
  Required
Action
Write
- Customer Name
  Required
- Customer Email Address
  Required
- Policy Number
- Summery
  Required
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- Customer Service Representative
- CSR Assignment Group
- Due after days
  Required
- Tag
- Description
  Required
Action
Write
- Title
  Required
- Assigned To
  Required
- Contact (lead or customer) email
  Required
- Type
  Required
- Comments
- Task Date (and time)
  Required
Action
Write
- Customer Name
- Pipeline
- Stage
- Created Date Start
- Created Date End
Action
Search

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Google Chat

Google Chat is a communication software developed by Google built for teams that provides direct messages and team chat rooms, along with a group messaging function that allows Google Drive content sharing.

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Related categories

Google

Team Chat

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