Skip to main contentCRMsAgencyZoom Integration
- AgencyZoom Integration
- Set up the AgencyZoom integrationConnect RiskAdvisor to AgencyZoom and set your default pipeline, stage, location, and send settings.
- Map your AgencyZoom usersMatch RiskAdvisor users to AgencyZoom users and set each user's default pipeline, stage, and location.
- Use AgencyZoom tags in RiskAdvisorThis article explains how to configure automatic AgencyZoom tags and let your team choose additional tags on individual RiskProfiles before sending them to AgencyZoom. Intended for agency owners, admins, and agents using the AgencyZoom integration.
- RiskAdvisor Data -> AgencyZoomWe also take a look at what data flows from AgencyZoom to QQ, AMS360 and NowCerts.
- Map carriers and policies for AgencyZoom opportunitiesMap carriers and policy lines so RiskAdvisor creates AgencyZoom opportunities, and learn which lines create one.
- Send a client to AgencyZoom with Quick SendSend a client to AgencyZoom before the full RiskProfile is complete.
- Set up AgencyZoom in legacy QuoteFormsSend leads from a legacy QuoteForm to AgencyZoom with your own pipeline, stages, lead source, tags, and assignment. Custom QuoteForms do not send to AgencyZoom.
- Carrier Mapping - AgencyZoom Integration Settings