Create folders in Google Drive for each new policy sold in AgencyZoom
Streamline your document management system with this integration. Once a new insurance policy is sold in AgencyZoom, a designated folder is immediately created in Google Drive, enhancing efficiency and organization. This ensures a smooth workflow, eliminating redundant tasks and affording you more time to focus on other crucial aspects of your business. Utilize this setup to keep a clean record of all your transactions and boost productivity.
Streamline your document management system with this integration. Once a new insurance policy is sold in AgencyZoom, a designated folder is immediately created in Google Drive, enhancing efficiency and organization. This ensures a smooth workflow, eliminating redundant tasks and affording you more time to focus on other crucial aspects of your business. Utilize this setup to keep a clean record of all your transactions and boost productivity.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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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