Creating task in AgencyZoom is a great way to keep track of task that need to be completed when an event is created in your Trafft account.
With the help of this integration, when an event is created, a task will be automatically created in AgencyZoom and will include the details of the event (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new event. 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.
Trafft is a powerful business management that streamlines scheduling and booking processes, accepts online payments, and offers team and customer management tools. It helps you optimize operations, increase customer retention, and grow your business.