Pull completed prospect submission from Canopy Connect, create personal lead in AgencyZoom, and send message in Slack
Pull completed prospect submission from Canopy Connect, create personal lead in AgencyZoom, and send message in Slack
Create new personal lines leads from completed prospect submissions in Canopy Connect and notify your sales team in Slack. This boosts lead management efficiency and keeps your team informed for faster follow-ups.
Zap details:
Overview
Create new personal lines leads from completed prospect submissions in Canopy Connect and notify your sales team in Slack. This boosts lead management efficiency and keeps your team informed for faster follow-ups.