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AgencyZoom to monday.com Sales
“Anytime a new policy sold is created in AgencyZoom, create item in monday.com.”
created by
Elisa Perez-Andablo
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 item in Your App
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1
2
1 minute to set up
Get back 1.2 hrs /week
2 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.
monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
AgencyZoom + monday.com
Check out all the other ways you can connect AgencyZoom and monday.com.
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