AgencyZoom + Google Sheets
Create rows in Google Sheets for new AgencyZoom leads
Effortlessly manage your new leads from AgencyZoom with this seamless workflow that creates a row in your designated Google Sheets spreadsheet whenever a new lead is added in AgencyZoom. Stay organized and easily track your leads' progress by keeping all relevant information in one central location. Enhance your lead management process with this efficient and time-saving solution.
Effortlessly manage your new leads from AgencyZoom with this seamless workflow that creates a row in your designated Google Sheets spreadsheet whenever a new lead is added in AgencyZoom. Stay organized and easily track your leads' progress by keeping all relevant information in one central location. Enhance your lead management process with this efficient and time-saving solution.
- When this happens...Lead Created
Triggers when a new Lead is added.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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
