AgencyZoom + Google Sheets
Create multiple spreadsheet rows in Google Sheets for new policies sold in AgencyZoom
Effortlessly track your new insurance policies sold with this efficient workflow between AgencyZoom and Google Sheets. Whenever a new policy is sold in AgencyZoom, multiple rows will be created in your preferred Google Sheets spreadsheet, ensuring you have easy access to organized and updated information. Stay on top of your sales and save time with this seamless automation.
Effortlessly track your new insurance policies sold with this efficient workflow between AgencyZoom and Google Sheets. Whenever a new policy is sold in AgencyZoom, multiple rows will be created in your preferred Google Sheets spreadsheet, ensuring you have easy access to organized and updated information. Stay on top of your sales and save time with this seamless automation.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Create Multiple Spreadsheet Rows
Create one or more new rows in a specific spreadsheet (with line item support).
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