AgencyZoom + Microsoft Teams
Send Microsoft Teams channel messages for newly created leads in AgencyZoom
When a new lead is created in AgencyZoom, send a channel message in Microsoft Teams instantly. This workflow ensures that your team stays updated about new potential clients in real time, promoting swift collaboration and prompt follow-ups. Track leads seamlessly and enhance your team's performance with this setup.
When a new lead is created in AgencyZoom, send a channel message in Microsoft Teams instantly. This workflow ensures that your team stays updated about new potential clients in real time, promoting swift collaboration and prompt follow-ups. Track leads seamlessly and enhance your team's performance with this setup.
- When this happens...Lead Created
Triggers when a new Lead is added.
- automatically do this!Send Channel Message
Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.
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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
