AgencyZoom + monday.com
Create new items in monday.com when new policies are sold in AgencyZoom
Increase efficiency by directly linking AgencyZoom and monday.com. Whenever a new policy is sold through AgencyZoom, a corresponding item will be created in your monday.com workspace. This process eliminates the need for duplicate manual entries, saves valuable time, and ensures accurate record-keeping for your company. Utilize this workflow to streamline your operations and elevate productivity.
Increase efficiency by directly linking AgencyZoom and monday.com. Whenever a new policy is sold through AgencyZoom, a corresponding item will be created in your monday.com workspace. This process eliminates the need for duplicate manual entries, saves valuable time, and ensures accurate record-keeping for your company. Utilize this workflow to streamline your operations and elevate productivity.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Create Item
Create a new Item in a board
- 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
