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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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
