Create Lead in AgencyZoom when PolicyLink completed

Need to think through this flow.

we will probably need to introduce a new settings flow under PolicyLink. Need to have the ability to select pipeline and stage for new leads and which stage to move it to for existing leads.

need to be able to add tags in agencyzoom

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Upvoters
Status

🧐 In Review

Board

πŸ”„ Integrations

Tags

PolicyLink

Date

Almost 2 years ago

Author

Linear

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