AgencyZoom + Slack
Send private Slack messages when new leads are created in AgencyZoom
Elevate your response times and streamline communication within your team anytime a new lead is created in AgencyZoom. This workflow sends a message directly to your chosen private Slack channel, ensuring immediate awareness and efficient action on emerging opportunities. Experience seamless, automatic integration that keeps your team in the loop and boosts productivity.
Elevate your response times and streamline communication within your team anytime a new lead is created in AgencyZoom. This workflow sends a message directly to your chosen private Slack channel, ensuring immediate awareness and efficient action on emerging opportunities. Experience seamless, automatic integration that keeps your team in the loop and boosts productivity.
- When this happens...Lead Created
Triggers when a new Lead is added.
- automatically do this!Send Private Channel Message
Triggers when a new message is posted to a specific #private-channel or multi-dm.
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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
