AgencyZoom + Slack
Create channel messages in Slack for new leads in AgencyZoom
Stay in the loop with your sales leads by connecting AgencyZoom to Slack. With this workflow, whenever a new lead is created in AgencyZoom, a channel message will be sent in Slack, keeping your team informed and ready to engage. Simplify communication and improve response time by integrating these two platforms seamlessly.
Stay in the loop with your sales leads by connecting AgencyZoom to Slack. With this workflow, whenever a new lead is created in AgencyZoom, a channel message will be sent in Slack, keeping your team informed and ready to engage. Simplify communication and improve response time by integrating these two platforms seamlessly.
- When this happens...Lead Created
Triggers when a new Lead is added.
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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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
