AgencyZoom + Microsoft Teams
Create new AgencyZoom leads and send chat messages in Microsoft Teams
Boost your sales team's efficiency with this AgencyZoom and Microsoft Teams automation. Whenever a new lead is created in AgencyZoom, a chat message will be sent in Microsoft Teams to keep everyone updated. Stay on top of new opportunities and ensure smooth team communication with this simple yet effective workflow.
Boost your sales team's efficiency with this AgencyZoom and Microsoft Teams automation. Whenever a new lead is created in AgencyZoom, a chat message will be sent in Microsoft Teams to keep everyone updated. Stay on top of new opportunities and ensure smooth team communication with this simple yet effective workflow.
- When this happens...Lead Created
Triggers when a new Lead is added.
- automatically do this!Send Chat Message
Sends a message in an existing chat.
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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
