AgencyZoom + Microsoft Excel
Add new AgencyZoom leads to Microsoft Excel rows
When a new lead enters the AgencyZoom system, this automation efficiently organizes and stores them for you in your Microsoft Excel. It ensures all your generated business leads are readily accessible and traceable in an Excel spreadsheet. This workflow not only helps streamline your data collection process but also aids in maintaining a clean and updated leads database for your business campaigns.
When a new lead enters the AgencyZoom system, this automation efficiently organizes and stores them for you in your Microsoft Excel. It ensures all your generated business leads are readily accessible and traceable in an Excel spreadsheet. This workflow not only helps streamline your data collection process but also aids in maintaining a clean and updated leads database for your business campaigns.
- When this happens...Lead Created
Triggers when a new Lead is added.
- 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
