AgencyZoom + PandaDoc
Create or update PandaDoc contacts for new policies sold in AgencyZoom
Simplify your documentation process with this efficient workflow. When a new policy is sold via AgencyZoom, the system instantly creates or updates the corresponding contact inside PandaDoc. This saves you valuable time and effort in data entry, ensuring up-to-date client information for all your communications. In turn, this allows you to streamline your insurance business processes with ease.
Simplify your documentation process with this efficient workflow. When a new policy is sold via AgencyZoom, the system instantly creates or updates the corresponding contact inside PandaDoc. This saves you valuable time and effort in data entry, ensuring up-to-date client information for all your communications. In turn, this allows you to streamline your insurance business processes with ease.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
- 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
