AgencyZoom + Google Sheets
Create Google Sheets rows for updated lead status in AgencyZoom
When a lead status changes in AgencyZoom, keep your records up-to-date with this workflow. It adds a new row to your specified Google Sheets spreadsheet. This simplifies data entry and ensures your spreadsheet only contains the most relevant information, helping you track progress, and take data-driven decisions with ease. Be ahead of the curve with this efficient data consolidation setup.
When a lead status changes in AgencyZoom, keep your records up-to-date with this workflow. It adds a new row to your specified Google Sheets spreadsheet. This simplifies data entry and ensures your spreadsheet only contains the most relevant information, helping you track progress, and take data-driven decisions with ease. Be ahead of the curve with this efficient data consolidation setup.
- When this happens...Lead Status Change
Triggers when the status of a Lead changes.
- 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
