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AgencyZoom + Microsoft Dynamics 365 CRM

AgencyZoom + Microsoft Dynamics 365 CRM

Create tasks in AgencyZoom for new leads in Microsoft Dynamics 365 CRM

Effortlessly manage your leads with this seamless workflow between Microsoft Dynamics 365 CRM and AgencyZoom. When a new lead is added in Microsoft Dynamics 365 CRM, a task will be created in AgencyZoom, ensuring that you can easily track and follow up on your prospects. Stay organized and never miss an opportunity with this automation.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Task
    Create Task
    Create TaskCreate a task in Agencyzoom.
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More things you can do with Microsoft Dynamics 365 CRM and AgencyZoom

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and AgencyZoom

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About AgencyZoom
AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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