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

  1. When this happens...
    AgencyZoomAgencyZoom
    New Policy Sold

    Triggers when a new policy is sold.

    TriggerInstant
  2. automatically do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • AgencyZoom triggers, actions, and search

    Lead Created

    Triggers when a new Lead is added.

    Trigger
    Instant
    Try It
  • AgencyZoom triggers, actions, and search

    New Policy Sold

    Triggers when a new policy is sold.

    Trigger
    Instant
    Try It
    • Business NameRequired

    • Contact Name

    Action
    Write
    • LeadRequired

    Action
    Write
  • AgencyZoom triggers, actions, and search

    Lead Status Change

    Triggers when the status of a Lead changes.

    Trigger
    Instant
    Try It
    • TitleRequired

    • Lead contact emailRequired

    • Activity noteRequired

    Action
    Write
    • NameRequired

    Action
    Write
    • Customer NameRequired

    • Customer Email AddressRequired

    • Policy Number

    • SummeryRequired

    • CategoryRequired

    • PriorityRequired

    • PipelineRequired

    • StageRequired

    • Customer Service Representative

    • CSR Assignment Group

    • Due after daysRequired

    • Tag

    • DescriptionRequired

    Action
    Write
agencyzoom-ca67272 logo
agencyzoom-ca67272 logo

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
Help

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  • CRM (Customer Relationship Management)

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slack logo
slack logo

About 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.
Learn moreHelp

Related categories

  • Team Chat

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