AgencyZoom + Google Sheets

Create notes in AgencyZoom for new rows in Google Sheets

Work smarter by linking Google Sheets to AgencyZoom. With this workflow, each new row added in Google Sheets will generate a corresponding note in AgencyZoom. Simplify data entry, stay organized, and ensure that important information is recorded efficiently and consistently between platforms. Let the automation handle the tedious tasks so you can focus more on growing your business.

Work smarter by linking Google Sheets to AgencyZoom. With this workflow, each new row added in Google Sheets will generate a corresponding note in AgencyZoom. Simplify data entry, stay organized, and ensure that important information is recorded efficiently and consistently between platforms. Let the automation handle the tedious tasks so you can focus more on growing your business.

  1. When this happens...
    Google SheetsGoogle Sheets
    New Spreadsheet Row

    Triggers when a new row is added to the bottom of a spreadsheet.

    TriggerInstant
  2. automatically do this!
    AgencyZoomAgencyZoom
    Create a Note

    Create a note for a lead or a customer.

    ActionWrite
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Supported triggers and actions

    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger column

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Use Timezone set up on the spreadsheet to format date values?

    Action
    Write
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agencyzoom-ca67272 logo

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

Related categories

  • CRM (Customer Relationship Management)

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google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

Related categories

  • Google
  • Spreadsheets

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