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Onboarding Zap - Test
“Anytime a new policy sold is created in AgencyZoom, send channel message in Microsoft Teams.”
created by
Dane Hansen
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
Send channel message in Microsoft Teams
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1 minute to set up
Get back 1.2 hrs /week
9 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.
Microsoft Teams
Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
AgencyZoom + Microsoft Teams
Check out all the other ways you can connect AgencyZoom and Microsoft Teams.
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