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.

  1. When this happens...
    AgencyZoomAgencyZoom
    Lead Status Change

    Triggers when the status of a Lead changes.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

  • AgencyZoom triggers, actions, and search

    Lead Status Change

    Triggers when the status of a Lead changes.

    Trigger
    Instant
    Try It
  • AgencyZoom triggers, actions, and search

    Service Request Created

    Triggers when a new Service Request is created.

    Trigger
    Instant
    Try It
    • TitleRequired

    • Lead contact emailRequired

    • Activity noteRequired

    Action
    Write
    • NameRequired

    Action
    Write
agencyzoom-ca67272 logo
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
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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