AgencyZoom + Microsoft Excel
Add new rows in Microsoft Excel when new policies are sold in AgencyZoom
Keep track of your new policies in a smoother way with this AgencyZoom-Microsoft Excel workflow. When a new policy gets sold in AgencyZoom, it instantly creates a row in your Microsoft Excel spreadsheet. This straightforward automation helps your team have a quick glance at policy updates, enhancing efficiency in managing sales data.
Keep track of your new policies in a smoother way with this AgencyZoom-Microsoft Excel workflow. When a new policy gets sold in AgencyZoom, it instantly creates a row in your Microsoft Excel spreadsheet. This straightforward automation helps your team have a quick glance at policy updates, enhancing efficiency in managing sales data.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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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
