AgencyZoom + Upfirst
Create notes in AgencyZoom for completed calls in Upfirst
This workflow activates the moment your call concludes in the Upfirst app, propelling the creation of a note in the AgencyZoom app. Streamline your customer communication process by capturing significant call details instantly. This efficient setup enhances your documentation process and keeps your team informed with timely record updates. Drive clearer communication and superior customer engagement with this automation.
This workflow activates the moment your call concludes in the Upfirst app, propelling the creation of a note in the AgencyZoom app. Streamline your customer communication process by capturing significant call details instantly. This efficient setup enhances your documentation process and keeps your team informed with timely record updates. Drive clearer communication and superior customer engagement with this automation.
- When this happens...Call Completed
Triggers when a call is completed so you can follow up, update records, and take any necessary post-call actions.
- automatically do this!Create a Note
Create a note for a lead or a customer.
- Free forever for core features
- 14 day trial for premium features & apps
Call Completed
Triggers when a call is completed so you can follow up, update records, and take any necessary post-call actions.
Try ItLead Created
Triggers when a new Lead is added.
Try ItNew Policy Sold
Triggers when a new policy is sold.
Try ItService Request Status Change
Triggers when the status of a Service Request changes.
Try It
Call Started
Triggers when a call is answered so you can instantly log details, notify a team member, or start other workflows.
Try ItLead Status Change
Triggers when the status of a Lead changes.
Try ItService Request Created
Triggers when a new Service Request is created.
Try ItTitleRequired
Lead contact emailRequired
Activity noteRequired
