1. Go to the AgencyZoom Integrations Page

In RiskAdvisor, go to Integrations → AgencyZoom; or click here: Integrations Page ↗

2. Enter Login Information

1. Enter your AgencyZoom email and password.

2. Click Save to authenticate and connect your account.

💡 You only need to do this once unless your credentials or permissions change in AgencyZoom.

3. Choose Single or Multiple Pipelines

1. After saving, select between:

   • Single Pipeline — one pipeline for all team members.

   • Multiple Pipelines — assign a different pipeline to each team member on the next page.

💭 Coming Soon: You’ll soon be able to set a default pipeline for new leads while still customizing it per Risk Profile.
Vote or comment on this update → Reconfigure Handling of Multiple Pipelines for AgencyZoom

4. Configure Pipeline Stages

1. Choose your Prospect Found Stage — this is used if the contact already exists in AgencyZoom.

2. Choose your Prospect Not Found Stage — this determines which stage new leads will start in when created from RiskAdvisor.

🧩 Matching stages correctly ensures your leads enter the right part of your AgencyZoom workflow.

5. Select a Default Location

You can set a Location for leads created or updated through RiskAdvisor.

• If your agency has one location in AgencyZoom, select that here.

• If you have multiple offices, this acts as the Team Default (the fallback for all users).

6. Click Save

Click Save once all your settings are complete.
You’re now ready to sync leads and activity automatically between RiskAdvisor and AgencyZoom.

Additional AgencyZoom Set Up Help Articles

• How to map your AgencyZoom Users

• How to set up tags to be sent to AgencyZoom

FAQs