Loading

AgencyZoom + Google Sheets

Create personal leads in AgencyZoom from new or updated spreadsheet rows in Google Sheets

Easily manage new or updated personal leads from Google Sheets by adding them to AgencyZoom in real-time using this automation. Whenever you enter or update a row in a Google Sheets spreadsheet, the workflow will create a Personal Lead in AgencyZoom. Streamline and stay organized with your lead management, while ensuring you never miss out on a potential client.

Easily manage new or updated personal leads from Google Sheets by adding them to AgencyZoom in real-time using this automation. Whenever you enter or update a row in a Google Sheets spreadsheet, the workflow will create a Personal Lead in AgencyZoom. Streamline and stay organized with your lead management, while ensuring you never miss out on a potential client.

  1. When this happens...
    Google SheetsGoogle Sheets
    New or Updated Spreadsheet Row

    Triggered when a new row is added or modified in a spreadsheet.

    TriggerInstant
  2. automatically do this!
    AgencyZoomAgencyZoom
    Create Personal Lead

    Triggers when a new Lead is added.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Column NameRequired

    • Index

    Action
    Write
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
agencyzoom-ca67272 logo
agencyzoom-ca67272 logo

About AgencyZoom

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
google-sheets logo

Related categories

Similar apps

Zapier Tables integrationsZapier Tables integrations

Zapier Tables

Databases, Spreadsheets, Zapier
Zoho Creator integrationsZoho Creator integrations

Zoho Creator

App Builder, Zoho
Smartsheet integrationsSmartsheet integrations

Smartsheet

Spreadsheets