AgencyZoom + Google Drive
Create Google Drive folders for new AgencyZoom leads
Stay organized and streamline your sales process with this workflow. When a new lead is created in AgencyZoom, a corresponding folder is instantly set up in Google Drive. This straightforward and efficient process ensures your documents are clearly arranged, alleviating your task management and bolstering your lead handling capabilities. Save time, maintain order, and focus on what's important - growing your business.
Stay organized and streamline your sales process with this workflow. When a new lead is created in AgencyZoom, a corresponding folder is instantly set up in Google Drive. This straightforward and efficient process ensures your documents are clearly arranged, alleviating your task management and bolstering your lead handling capabilities. Save time, maintain order, and focus on what's important - growing your business.
- When this happens...Lead Created
Triggers when a new Lead is added.
- 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
