AgencyZoom + Microsoft Teams
Send a channel message in Microsoft Teams when new policies are sold in AgencyZoom
Ensure your team stays updated on new sales policies with this workflow. Every time a new policy is sold via AgencyZoom, a channel message will be promptly dispatched in Microsoft Teams. Streamline your communications process and keep everyone on the same page with this simple yet effective process.
Ensure your team stays updated on new sales policies with this workflow. Every time a new policy is sold via AgencyZoom, a channel message will be promptly dispatched in Microsoft Teams. Streamline your communications process and keep everyone on the same page with this simple yet effective process.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Send Channel Message
Sends a message to an existing channel.
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- 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
