AgencyZoom + More Good Reviews
Create or update More Good Reviews customers when new policies are sold in AgencyZoom
Ensure your customer records are always up-to-date with this workflow. When a new policy is sold in AgencyZoom, corresponding client information will be created or updated in the More Good Reviews app with this convenient process. Simplify your client management and keep accurate records with this efficient solution, saving you time and avoiding potential data entry errors.
Ensure your customer records are always up-to-date with this workflow. When a new policy is sold in AgencyZoom, corresponding client information will be created or updated in the More Good Reviews app with this convenient process. Simplify your client management and keep accurate records with this efficient solution, saving you time and avoiding potential data entry errors.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Create or Update a Customer
Creates or updates a customer.
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- 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
