AgencyZoom + Google Sheets

Create service requests in AgencyZoom for new rows in Google Sheets

Maintain an organized approach to your client service requests with this workflow. Every time there's a new row in your Google Sheets, a corresponding service request will be created in AgencyZoom. This automation ensures all your key data from Google Sheets is swiftly transformed into actionable service requests, keeping your client management timely and efficient.

Maintain an organized approach to your client service requests with this workflow. Every time there's a new row in your Google Sheets, a corresponding service request will be created in AgencyZoom. This automation ensures all your key data from Google Sheets is swiftly transformed into actionable service requests, keeping your client management timely and efficient.

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

    Triggers when a new row is added to the bottom of a spreadsheet.

    TriggerInstant
  2. automatically do this!
    AgencyZoomAgencyZoom
    Create Service Request

    Create a service request in Agencyzoom.

    ActionWrite
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Supported triggers and actions

    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger column

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Use Timezone set up on the spreadsheet to format date values?

    Action
    Write
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agencyzoom-ca67272 logo

About AgencyZoom

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

Related categories

  • CRM (Customer Relationship Management)

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google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

Related categories

  • Google
  • Spreadsheets

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