AgencyZoom + Zapier Tables
Create records in Zapier Tables when new leads are created in AgencyZoom
Stay organized with your sales leads using this workflow. When a new lead is added in AgencyZoom, a corresponding record is created in Zapier Tables. This ensures all essential details are systematically recorded, enhancing lead management and tracking. Maintain an accurate and up-to-date database, improving your sales process efficiency.
Stay organized with your sales leads using this workflow. When a new lead is added in AgencyZoom, a corresponding record is created in Zapier Tables. This ensures all essential details are systematically recorded, enhancing lead management and tracking. Maintain an accurate and up-to-date database, improving your sales process efficiency.
- When this happens...Lead Created
Triggers when a new Lead is added.
- automatically do this!Create Record
Creates a new record on a table.
- 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
