Creating task in AgencyZoom is a great way to keep track of task that need to be completed when an meeting is created in your SimplyMeet.me account.
With the help of this integration, when an meeting is created, a task will be automatically created in AgencyZoom and will include the details of the meeting (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new meeting. You can then simply assign the task to someone on your team and they can get started!
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SimplyMeet.me
SimplyMeet.me lets you search for open slots in meetings and pick the best time to join. It is an intelligent scheduling assistant that optimizes your meeting schedule simply by dragging and dropping available slots.
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.