AgencyZoom + Slack
Send Slack messages when a new policy is sold in AgencyZoom
Want to stay up to date on all sales activities? Use this Slack-AgencyZoom integration to send a message whenever a new policy is sold in AgencyZoom
Want to stay up to date on all sales activities? Use this Slack-AgencyZoom integration to send a message whenever a new policy is sold in AgencyZoom
- When this happens...New Policy Sold
Triggers when a new policy is sold.
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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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
About AgencyZoom
AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Slack
Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
