AgencyZoom + Microsoft Teams
Create Microsoft Teams chats for each new AgencyZoom policy sold
When a new policy is sold in AgencyZoom, spark an instant conversation in Microsoft Teams to discuss details. This automation keeps communication flowing smoothly and promptly, ensuring your team remains informed and engaged as each sale transpires. Dive straight into details without any delay or manual intervention. The workflow is perfect for insurance agencies looking to streamline their client onboarding process and enhance collaboration within Microsoft Teams.
When a new policy is sold in AgencyZoom, spark an instant conversation in Microsoft Teams to discuss details. This automation keeps communication flowing smoothly and promptly, ensuring your team remains informed and engaged as each sale transpires. Dive straight into details without any delay or manual intervention. The workflow is perfect for insurance agencies looking to streamline their client onboarding process and enhance collaboration within Microsoft Teams.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Create One-on-One Chat
Creates a new one-on-one chat between you and a team member.
- Free forever for core features
- 14 day trial for premium features & apps
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
