Creating task in AgencyZoom is a great way to keep track of task that need to be completed when an booking is created in your Occasion account.
With the help of this integration, when an booking is created, a task will be automatically created in AgencyZoom and will include the details of the booking (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new booking. You can then simply assign the task to someone on your team and they can get started!
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AgencyZoom
AgencyZoom is a comprehensive insurance agency management system. With its user-friendly interface and advanced features, it empowers insurance agents to optimize workflow, increase sales, automate tasks, and gain valuable insights.
Occasion takes the hassle out of Group experiences by taking care of scheduling, communications and marketing. It improves the booking experience, helps reach new customers and generates more repeat bookings.