AgencyZoom + Microsoft Office 365
Create new Microsoft Office 365 contacts from new AgencyZoom leads
Streamline your lead management when you use this workflow to connect AgencyZoom and Microsoft Office 365. When a new lead is detected in AgencyZoom, a corresponding contact is created instantly in your Office 365 account. This automation removes the hassle of manual entry, keeping your contact list up-to-date and ensuring no lead slips through the cracks. Connect your AgencyZoom to Microsoft Office 365 now to make your lead management more efficient and effective.
Streamline your lead management when you use this workflow to connect AgencyZoom and Microsoft Office 365. When a new lead is detected in AgencyZoom, a corresponding contact is created instantly in your Office 365 account. This automation removes the hassle of manual entry, keeping your contact list up-to-date and ensuring no lead slips through the cracks. Connect your AgencyZoom to Microsoft Office 365 now to make your lead management more efficient and effective.
- When this happens...Lead Created
Triggers when a new Lead is added.
- automatically do this!Create Contact
Creates a new contact.
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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
