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AgencyZoom Integration

Send a client to AgencyZoom with Quick Send

Send a client to AgencyZoom before the full RiskProfile is complete.

Written By David Brower

Last updated About 2 hours ago

Use Quick Send to put a client in AgencyZoom before you finish the full RiskProfile.

Before you begin

  • An Account Owner or Admin must turn on Quick Send.

  • Your team must have a Pipeline and Pipeline Stage set.

  • Every user must be matched on the Users Mapping tab. This applies to single and multiple pipelines.

Turn on Quick Send

  1. Go to Integrations → AgencyZoom.

  2. Check that Pipeline and Pipeline Stage are set.

  3. Match any unmatched users on the Users Mapping tab.

  4. Check Enable Quick Send.

  5. Click Save.

Note: Enable Quick Send stays locked until steps 2 and 3 are done.

Send a client

  1. Start a new RiskProfile.

  2. Fill in the required fields listed below.

  3. Click Quick Send.

  4. Review Pipeline, Stage, and Location in the window that opens.

  5. Confirm the send.

Each dropdown starts on Use Default [needs verification]. Leave it there to use your team or user defaults.

A banner at the top of the page confirms the client is in AgencyZoom.

Required fields

  • A producer or return quotes to with an AgencyZoom username

  • Client first name

  • Client email

  • AgencyZoom Lead Source

Tip: Hover over the disabled Quick Send button to see which fields are still missing.

FAQs

Your team is missing a Pipeline or Pipeline Stage, or at least one user is not matched on Users Mapping.

Yes, once every user is matched. You can also pick a pipeline in the Quick Send window.

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