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AgencyZoom
CRM (Customer Relationship Management)
Google Sheets
Google, Spreadsheets
EZLynx
CRM (Customer Relationship Management)
AgencyZoom
CRM (Customer Relationship Management)
Google Sheets
Google, Spreadsheets
EZLynx
CRM (Customer Relationship Management)
Join millions worldwide who automate their work using Zapier
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
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