AgencyZoom by Maxmel Tech

agencyzoom is a crm and automation platform for insurance agencies, streamlining sales, onboarding, retention, and engagement integrating with make com enables users to automate workflows between agencyzoom and other tools, enhancing productivity and connectivity for insurance professionals this is ai generated content based on official agencyzoom documentation the content may still contain errors—please verify important information if you have questions, contact agencyzoom support directly how to get support on agencyzoom agencyzoom is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=agencyzoom\&app slug=agencyzoom community\&app unique id=agency zoom ylnc35 requirements to use the agencyzoom app in make, you must have an active agencyzoom account and an api key, create your account on agencyzoom app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect agencyzoom and {{product name}} to get started, you must first create a connection between agencyzoom and {{product name}} , allowing the two services to communicate you can connect using the following method oauth2 0 oauth2 0 instructions you need to re authenticate your account to connect using the new api version hover over your profile in the bottom left corner and select email settings select disconnect to remove the old connection select connect and enter your email credentials to authenticate with the new api version if you are an admin, complete the authentication process first to approve the application for your organization some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=agencyzoom\&app slug=agencyzoom community\&app unique id=agency zoom ylnc35 create the connection in {{product name}} log in in your make account , add the agencyzoom module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your agencyzoom or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page agencyzoom modules after connecting to the agencyzoom app, you can choose from a list of available modules to build your {{scenario plural lowercase}} complete a task finishes or marks as complete a selected task within the chosen service create a business lead adds a new business lead to your system, helping you keep track of potential clients or sales opportunities create a note adds a new note to a specific lead, allowing you to record important information or updates directly within the lead’s profile create a personal lead adds a new personal lead to your account, allowing you to keep track of potential clients or contacts create a task adds a brand new task to your selected project, allowing you to specify details like the task name, description, due date, and other relevant information delete a lead permanently removes a specific lead from your records delete a task permanently removes a selected task from your workspace, ensuring it is no longer available or visible in your task list get a lead fetches detailed information about a specific lead, including their contact data and any associated notes or activities get a task fetches and displays comprehensive information about a specific task, including its details and current status list lead notes fetches a detailed list of notes associated with a particular lead, allowing you to view all the comments and updates linked to that lead list lead opportunities fetches and displays all the opportunities associated with a specific lead, allowing you to view potential deals or sales linked to that lead list lead tasks fetches and displays all tasks associated with a particular lead, allowing you to view and manage the activities linked to that lead make an api call executes a custom api request to the service using your authorized account, allowing you to access endpoints and features not covered by the standard modules reopen a task reactivates a previously completed or inactive task, making it active and ready to be worked on once more search leads finds leads that match the criteria you set, helping you quickly locate specific leads based on your chosen filters search tasks finds tasks that match the criteria you set, helping you quickly locate specific tasks based on your chosen filters update a business lead updates the details of an existing business lead, allowing you to modify information such as contact data, status, or other lead attributes update a personal lead updates the details of an existing personal lead with new information update a task updates the information of a specific task, allowing you to modify its details such as title, description, due date, or other relevant fields watch new leads triggers whenever a brand new lead is added to your system, allowing you to automatically kick off workflows or actions as soon as a potential customer expresses interest watch new tasks triggers whenever a brand new task is created in your account, allowing you to automatically start workflows as soon as a task is added watch updated leads triggers whenever there’s a new activity related to a lead or when a lead’s details are updated, helping you stay on top of all lead changes and interactions templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} agencyzoom resources you can have access to more resources related to this app on the following links agencyzoom website agencyzoom documentation agencyzoom api documentation agencyzoom page on make