AgencyZoom + Google Sheets
Track new AgencyZoom policies by creating rows in Google Sheets
Stay on top of your insurance operations with this efficient process. When a new policy is sold via AgencyZoom, a corresponding row is promptly added to your Google Sheets file. This eliminates the need for manual input, ensuring your records are always up-to-date and accurate. Let this simple system streamline your insurance business for optimal results.
Stay on top of your insurance operations with this efficient process. When a new policy is sold via AgencyZoom, a corresponding row is promptly added to your Google Sheets file. This eliminates the need for manual input, ensuring your records are always up-to-date and accurate. Let this simple system streamline your insurance business for optimal results.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- 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
