AgencyZoom + SalesScreen
Create activities in SalesScreen when new policies are sold in AgencyZoom
When a new policy gets sold via AgencyZoom, this automation initiatively creates an activity in SalesScreen. This speeds up your workflow, allowing your sales team to track their success instantly. This method efficiently solves the problem of manual data entry between the two platforms, improving productivity and enhancing your sales monitoring process.
When a new policy gets sold via AgencyZoom, this automation initiatively creates an activity in SalesScreen. This speeds up your workflow, allowing your sales team to track their success instantly. This method efficiently solves the problem of manual data entry between the two platforms, improving productivity and enhancing your sales monitoring process.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Create Activity
Creates a new record in SalesScreen.
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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
