AgencyZoom + Microsoft Teams
Notify Microsoft Teams with new chat messages when policies are sold in AgencyZoom
Celebrate your team's success with this efficient workflow that connects AgencyZoom and Microsoft Teams. When a new policy is sold in AgencyZoom, a chat message is sent directly to a Microsoft Teams channel, keeping your team informed and motivated. Enhance communication and boost morale without lifting a finger using this automation.
Celebrate your team's success with this efficient workflow that connects AgencyZoom and Microsoft Teams. When a new policy is sold in AgencyZoom, a chat message is sent directly to a Microsoft Teams channel, keeping your team informed and motivated. Enhance communication and boost morale without lifting a finger using this automation.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Send Chat Message
Sends a message in an existing chat.
- Free forever for core features
- 14 day trial for premium features & apps
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
