AgencyZoom + Spinify
Create or update Spinify deals when new policies are sold in AgencyZoom
When a new policy is sold in AgencyZoom, this workflow ensures your Spinify records are up-to-date immediately. By swiftly creating or updating a deal in Spinify, it streamlines your process and helps maintain accurate sales tracking. It's an efficient way to effectively manage your insurance sales and to stay organized, enhancing your productivity.
When a new policy is sold in AgencyZoom, this workflow ensures your Spinify records are up-to-date immediately. By swiftly creating or updating a deal in Spinify, it streamlines your process and helps maintain accurate sales tracking. It's an efficient way to effectively manage your insurance sales and to stay organized, enhancing your productivity.
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Create or Update Deal
Add a new Deal record to Spinify or update particular values of an existing record - note the ObjectId should match the initial request to update the value.
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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
