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AgencyZoom Office → Google Sheets
“Anytime a new policy sold is created in AgencyZoom, create spreadsheet row in Google Sheets.”
created by
Luis Castaneda
How Zapier works (57 sec)
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This Zap works in 2 steps …
Step 1 - Trigger
Anytime a new policy sold is created in AgencyZoom
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Step 2 - Action
Create spreadsheet row in Google Sheets
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1
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1 minute to set up
Get back 2.2 hrs /week
19 people use this app pairing
This Zap uses the following 2 apps
AgencyZoom
AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
AgencyZoom + Google Sheets
Check out all the other ways you can connect AgencyZoom and Google Sheets.
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