--- title: AgencyZoom by Maxmel Tech slug: agency-zoom-ylnc35 description: How to integrate AgencyZoom with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_agencyzoom-community.png docTags: createdAt: 2025-11-12T18:44:15.681Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/agencyzoom-community.png" alt caption size="50" width="512" height="512"}

:inlineImage[]{src="https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/JoAJhvSlBlBIvHteHmo_y-20251023-115411.jpeg" alt caption size="46" width="400" height="128"} | 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. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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](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, [create your account on AgencyZoom.](https://agencyzoom.com) # App installation :::hint{type="info"} To install this app, you need Admin, Owner, or App Developer permissions. [Learn more about organization roles.](docId:-FOYcASPYP9uYKGm7LQPB) ::: ::::WorkflowBlock :::WorkflowBlockItem Go to the [Make integration page](https://www.make.com/en/integrations/agencyzoom-community/). ::: :::WorkflowBlockItem Click the **Install** button. ::: :::WorkflowBlockItem **Follow** the on-screen instructions to complete the setup. ::: :::: # Connect AgencyZoom and Make To get started, you must first create a connection between AgencyZoom and Make, 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. ::::WorkflowBlock :::WorkflowBlockItem Login to your AgencyZoom account. ::: :::WorkflowBlockItem Navigate to the Integrations page within AgencyZoom. ::: :::WorkflowBlockItem Click on Make ::: :::WorkflowBlockItem Click on the button labeled Show API Key. ::: :::WorkflowBlockItem Copy the API key and API secret displayed. ::: :::: :::hint{type="info"} 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 Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the AgencyZoom module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *in the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # AgencyZoom modules After connecting to the AgencyZoom app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Complete a Task Finishes a particular task within the chosen service, helping you automate and streamline your workflow. ::: :::ExpandableHeading ### Create a Business Lead Adds a new potential customer or client to your business leads list, helping you keep track of new opportunities. ::: :::ExpandableHeading ### Create a Note Adds a new note to a specific lead, allowing you to record important information or updates related to that lead. ::: :::ExpandableHeading ### Create a Personal Lead Adds a new personal lead to your account, allowing you to track and manage potential clients or contacts individually. ::: :::ExpandableHeading ### Create a Task Creates a brand new task in your selected app, allowing you to easily add and organize your work items. ::: :::ExpandableHeading ### Delete a Lead Permanently removes a specific lead from your records. ::: :::ExpandableHeading ### Delete a Task Permanently removes a selected task from your project or task list. ::: :::ExpandableHeading ### Get a Lead Fetches detailed information about a specific lead, including all available data fields related to that lead. ::: :::ExpandableHeading ### Get a Task Fetches and displays comprehensive information about a specific task, including its details and status. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Reopen a Task Reactivates a task by marking it as active, allowing you to continue working on it. ::: :::ExpandableHeading ### Search Leads Finds leads that match your chosen criteria, helping you quickly locate specific leads based on the filters you set. ::: :::ExpandableHeading ### Search Tasks Finds tasks that match your chosen filters or search criteria, helping you quickly locate specific tasks you need. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Update a Personal Lead Updates the details of an existing personal lead with new information. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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 [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # AgencyZoom resources You can have access to more resources related to this app on the following links : - [AgencyZoom website](https://agencyzoom.com) - [AgencyZoom documentation](https://support.agencyzoom.com/en/) - [AgencyZoom API documentation](https://app.agencyzoom.com/openapi/) - [AgencyZoom page on make](https://www.make.com/en/integrations/agencyzoom-community) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::