AgencyZoom + Microsoft Excel
Create rows in Microsoft Excel when new leads are created in AgencyZoom
Track your new leads effectively with this automation. When you acquire a new lead in AgencyZoom, the workflow promptly adds a row in the Microsoft Excel spreadsheet. This enhances your lead management process, ensuring that no new potential clients are overlooked or forgotten, keeping your records updated and organized with minimal effort.
Track your new leads effectively with this automation. When you acquire a new lead in AgencyZoom, the workflow promptly adds a row in the Microsoft Excel spreadsheet. This enhances your lead management process, ensuring that no new potential clients are overlooked or forgotten, keeping your records updated and organized with minimal effort.
- When this happens...Lead Created
Triggers when a new Lead is added.
- automatically do this!Add Row(s)
Adds one or more rows to the end of a worksheet (with line item support).
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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
