AgencyZoom + OneDrive
Create new OneDrive folders for every new lead created in AgencyZoom
Streamline your sales process with this workflow. When a new lead is generated in AgencyZoom, a corresponding folder will be created in OneDrive. This automation ensures all pertinent documents relevant to your new leads are organized and stored in the right location, simplifying your lead management. Enhance your productivity and efficiency with this seamless organization method.
Streamline your sales process with this workflow. When a new lead is generated in AgencyZoom, a corresponding folder will be created in OneDrive. This automation ensures all pertinent documents relevant to your new leads are organized and stored in the right location, simplifying your lead management. Enhance your productivity and efficiency with this seamless organization method.
- When this happens...Lead Created
Triggers when a new Lead is added.
- automatically do this!Create Folder
Creates a new folder.
- 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
