AgencyZoom + Google Chat
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.
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 Sold
Triggers when a new policy is sold.
- automatically do this!Create Message
Create a message in Hangouts Chat.
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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
