Hi Zapier Team,
A feature that would greatly benefit insurance agencies is the ability to capture data from the AgencyZoom Service Center and other request types beyond just leads. Currently, the integration is limited primarily to creating service requests (for Service Center on Agency Zoom), but agencies critically need more automation options related to the Service Center. Expanding the integration to include Service Center-related triggers and actions would significantly improve automation capabilities by allowing us to:
- Trigger workflows based on service requests and other client interactions within the Service Center.
- Capture real-time updates on service-related activities, ensuring timely follow-ups and automation.
- Improve overall agency efficiency by automating more processes beyond just lead management.
This enhancement would be a game-changer for insurance agencies utilizing Zapier with AgencyZoom. Please consider expanding the available triggers and actions to better support our industry needs.
Looking forward to your feedback!
Thank you,
Angelei