AgencyZoom + MessageDesk
Add or update MessageDesk contacts every time new policies are sold in AgencyZoom
Ensure swift communication with your clients upon policy purchase with this workflow. When a new policy is sold through AgencyZoom, it will update or add contact details within your MessageDesk app instantly. Streamlining communication, it empowers you to easily manage your interactions and enhances client engagement. Simplify your workflow and keep client communication top-notch with this automation.
Ensure swift communication with your clients upon policy purchase with this workflow. When a new policy is sold through AgencyZoom, it will update or add contact details within your MessageDesk app instantly. Streamlining communication, it empowers you to easily manage your interactions and enhances client engagement. Simplify your workflow and keep client communication top-notch with this automation.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Add or Update Contact
Creates a contact or updates them if they already exist
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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
