InsuranceXDate + Microsoft Teams
Send channel messages in Microsoft Teams for new business quotes in InsuranceXDate
Need to keep your team in the loop when you have a new quoting opportunity? Once set up, this integration automatically posts a channel message in Microsoft Teams when you flag a new prospect for a quote on InsuranceXDate.
Need to keep your team in the loop when you have a new quoting opportunity? Once set up, this integration automatically posts a channel message in Microsoft Teams when you flag a new prospect for a quote on InsuranceXDate.
- When this happens...New Company Flags
Triggers when a new company flag is created.
- 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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About InsuranceXDate
Insurance Xdate is where new business begins. Identify and engage with prospects in minutes, keep track of your opportunities and get production done.
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About 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.
