AgencyZoom + Microsoft Teams
Notify Microsoft Teams with channel messages when new policies are sold in AgencyZoom
Keep your team informed and celebrate new policy sales with this seamless workflow that connects AgencyZoom and Microsoft Teams. When a policy is sold in AgencyZoom, a channel message is instantly sent in Microsoft Teams, fostering quick acknowledgements and promoting team discussions. Boost team morale and maintain transparency with this efficient integration.
Keep your team informed and celebrate new policy sales with this seamless workflow that connects AgencyZoom and Microsoft Teams. When a policy is sold in AgencyZoom, a channel message is instantly sent in Microsoft Teams, fostering quick acknowledgements and promoting team discussions. Boost team morale and maintain transparency with this efficient integration.
- When this happens...Send Channel Message
Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.
- automatically do this!New Policy Sold
Triggers when a new policy is sold.
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