AgencyZoom by Maxmel Tech

agencyzoom is an insurance specific crm and automation platform that helps agents manage leads, automate client engagement, and track performance integrating with make com enables seamless workflow automation between insurance processes and other business tools 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 https //support agencyzoom com/en/articles/4936148 add team members 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 and api secret, https //agencyzoom com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/agencyzoom community/ 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 api key api key instructions you need to retrieve your api key and api secret from agencyzoom login to your agencyzoom account navigate to the integrations page within agencyzoom click on make click on the button labeled show api key copy the api key and api secret displayed 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz 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 a particular task within the chosen service, helping you automate and streamline your workflow create a business lead adds a new potential customer or client to your business leads list, helping you keep track of new opportunities create a note adds a new note to a specific lead, allowing you to record important information or updates related to that lead create a personal lead adds a new personal lead to your account, allowing you to track and manage potential clients or contacts individually create a task creates a brand new task in your selected app, allowing you to easily add and organize your work items delete a lead permanently removes a specific lead from your records delete a task permanently removes a selected task from your project or task list get a lead fetches detailed information about a specific lead, including all available data fields related to that lead get a task fetches and displays comprehensive information about a specific task, including its details and status list lead notes fetches a detailed list of all notes associated with a particular lead, allowing you to review the history and context of interactions for that lead list lead opportunities fetches and displays all the opportunities associated with a specific lead, giving you a detailed overview of potential deals linked to that lead list lead tasks fetches and displays all tasks associated with a particular lead, allowing you to easily view and manage the activities linked to that lead make an api call allows you to make a custom api request to the service, using your authorized connection this lets you access endpoints or features not covered by the standard modules reopen a task reactivates a task by marking it as active, allowing you to continue working on it search leads finds leads that match your chosen criteria, helping you quickly locate specific leads based on the filters you set search tasks finds tasks that match your chosen filters or search criteria, helping you quickly locate specific tasks you need update a business lead modifies the details of an existing business lead, allowing you to update information such as contact data, status, or other relevant fields 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 start workflows or actions based on each new lead watch new tasks triggers whenever a new task is created, allowing you to automatically start workflows or actions in response to new tasks being added watch updated leads triggers whenever a lead is updated or when any activity occurs related to that lead, helping you stay informed about the latest changes and interactions templates you can look for more templates in https //www make com/en/templates , 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 https //agencyzoom com https //support agencyzoom com/en/ https //app agencyzoom com/openapi/ https //www make com/en/integrations/agencyzoom community