AgencyZoom + Airtable
Create new Airtable records for every new policy sold in AgencyZoom
When a new policy is sold via AgencyZoom, this workflow instantly crafts a new record in Airtable. This means you can seamlessly track sales, provide solid customer service, and conduct comprehensive record management without breaking a sweat. Enjoy an automated way of managing your sales data and stay ahead with your record-keeping tasks.
When a new policy is sold via AgencyZoom, this workflow instantly crafts a new record in Airtable. This means you can seamlessly track sales, provide solid customer service, and conduct comprehensive record management without breaking a sweat. Enjoy an automated way of managing your sales data and stay ahead with your record-keeping tasks.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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- 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
