AgencyZoom + Microsoft SharePoint
Create personal leads in AgencyZoom from new list items in Microsoft SharePoint
Ditch the manual work of creating leads in AgencyZoom every time a new list item is added in Microsoft SharePoint. Use this workflow to streamline your process, as it instantly creates a personal lead in AgencyZoom when a new list item is added in Microsoft SharePoint. It's an ideal solution to save time and keep all your leads organized effectively.
Ditch the manual work of creating leads in AgencyZoom every time a new list item is added in Microsoft SharePoint. Use this workflow to streamline your process, as it instantly creates a personal lead in AgencyZoom when a new list item is added in Microsoft SharePoint. It's an ideal solution to save time and keep all your leads organized effectively.
- When this happens...New List Item
Triggers when a new item is created in a list.
- automatically do this!Create Personal Lead
Triggers when a new Lead is added.
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