AgencyZoom + Microsoft Outlook
Send email notifications in Microsoft Outlook for new policies sold in AgencyZoom
Stay on top of your new policy sales with this seamless workflow between AgencyZoom and Microsoft Outlook. When a new policy is sold in AgencyZoom, an email will be sent through your Microsoft Outlook account, keeping you informed and efficient. This automatic process ensures you're always up-to-date on your agency's progress and helps you maintain excellent customer communication.
Stay on top of your new policy sales with this seamless workflow between AgencyZoom and Microsoft Outlook. When a new policy is sold in AgencyZoom, an email will be sent through your Microsoft Outlook account, keeping you informed and efficient. This automatic process ensures you're always up-to-date on your agency's progress and helps you maintain excellent customer communication.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Send Email
Send an email from your Outlook account.
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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
