AgencyZoom + Trello
Create Trello cards for new policies sold in AgencyZoom
Stay organized and efficient with this workflow that connects AgencyZoom and Trello. Whenever a new policy is sold in AgencyZoom, a card will be created in Trello. This seamless connection allows you to keep track of your sales in a more visual and manageable way, streamlining your sales process and enhancing your productivity.
Stay organized and efficient with this workflow that connects AgencyZoom and Trello. Whenever a new policy is sold in AgencyZoom, a card will be created in Trello. This seamless connection allows you to keep track of your sales in a more visual and manageable way, streamlining your sales process and enhancing your productivity.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Create Card
Triggers when a new card is added.
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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
