AgencyZoom + Cyfe
Push new AgencyZoom policies to Cyfe as values
Boost your AgencyZoom efficiency with this streamlined automation. When a new policy is sold, it triggers a value push in Cyfe, keeping your data updated in real time. This efficient process saves time, reduces manual data entry, and ensures accuracy across both platforms. Take advantage of this workflow and focus on what matters most - selling more policies!
Boost your AgencyZoom efficiency with this streamlined automation. When a new policy is sold, it triggers a value push in Cyfe, keeping your data updated in real time. This efficient process saves time, reduces manual data entry, and ensures accuracy across both platforms. Take advantage of this workflow and focus on what matters most - selling more policies!
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Push Value
Pushes new value to Cyfe Push API widget.
- 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
