AgencyZoom + monday.com
Manage updated AgencyZoom leads by creating items in monday.com
With this streamlined workflow, every time there's a change in lead status in AgencyZoom, a new item is immediately created in monday.com. This eliminates the need for manual data entry, keeping your project management tasks current and aligned with your lead generation efforts. It's a simple solution designed to save you valuable time and allow you to focus on turning leads into sales.
With this streamlined workflow, every time there's a change in lead status in AgencyZoom, a new item is immediately created in monday.com. This eliminates the need for manual data entry, keeping your project management tasks current and aligned with your lead generation efforts. It's a simple solution designed to save you valuable time and allow you to focus on turning leads into sales.
- When this happens...Lead Status Change
Triggers when the status of a Lead changes.
- automatically do this!Create Item
Create a new Item in a board
- 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
