CRMLive

AgencyZoom

AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.

Live

98 of 99 actions ready today

99: actions

Integrations

View provider documentation

Actions

Operations this integration can perform.

Authenticate for JWT via V4 SSO

Authenticates a user via v4 single sign-on (sso) using the provided callback `code` (typically required for success) to retrieve a jwt and initial user session information.

Batch create contacts

Creates 1 to 5 new contacts in agencyzoom in a single batch api call.

Batch create leads

Creates up to 5 new leads in agencyzoom; all referenced entity ids (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isbusiness` is true.

Batch delete tasks

Deletes multiple agencyzoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.

Change lead status

Updates a lead's lifecycle status (e.g., active, won, lost, x-dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.

Mark task as completed

Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.

Create a customer note

Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.

Create a driver for an opportunity

Creates a new driver record associated with an existing agencyzoom opportunity using its id; full driver details are handled by the api endpoint directly, not specified in this action's request.