Platform
AgencyZoom
AgencyZoom API streamlines CRM, sales automation, and client management for insurance agencies. It enhances efficiency by enabling lead tracking, policy management, and automated communications. Utilize features like task completion, lead creation, note management, and reporting to optimize agency operations and strengthen customer relationships.
10 executions monthly on Free plan included
Platform supported onplan: 
Make.com
Make.comAvailable Module Types
- All Modules (22)
- Action
- Search
- Universal
- Trigger (polling)
AgencyZoom API Integration for Make.com
Create custom AgencyZoom automation workflows by using triggers, actions, and search modules listed below.
Action
Complete a Task
Completes a task in a specified service.
Action
Create a Business Lead
Creates a new business lead.
Action
Create a Note
Creates a note for a lead.
Action
Create a Personal Lead
Creates a new personal lead.
Action
Create a Task
Creates a new task.
Action
Delete a Lead
Deletes a single lead.
Action
Delete a Task
Deletes an existing task.
Action
Get a Lead
Retrieves lead details.
Action
Get a Task
Retrieves details of a single task.
Search
List Lead Notes
Retrieves a lead notes list for a specific lead.
Search
List Lead Opportunities
Retrieves a list of opportunities for a lead.
Search
List Lead Tasks
Retrieves a list of tasks for a specific lead.
Universal
Make an API Call
Performs an arbitrary authorized API call.
Action
Reopen a Task
Marks a task as active again.
Search
Search Leads
Searches for leads by specified criteria.
Search
Search Tasks
Searches for tasks by specified criteria.
Action
Update a Business Lead
Updates an existing business lead.
Action
Update a Personal Lead
Updates a personal lead.
Trigger (polling)
Watch New Leads
Triggers when a new lead is created.
Trigger (polling)
Watch Updated Leads
Triggers when a lead has an activity or is updated.
Trigger (polling)
Watch New Tasks
Triggers when a new task is added.
Action
Update a Task
Updates a single task's details.
AgencyZoom Automation Use Cases
Explore potential use cases for automations using AgencyZoom API and utilize our integration modules crafted specifically for such workflows.
2 modules
Automate Task Follow-up for New Leads
Automatically create a follow-up task whenever a new lead is created to ensure timely engagement with potential clients.
Watch New Leads
Create a Task
2 modules
Daily Task Overview for Agents
Provide agents with a daily summary of their outstanding tasks by retrieving and listing all tasks related to their leads.
List Lead Tasks
Get a Task
2 modules
Lead Opportunity Tracking Enhancement
Enhance lead conversion by automatically tracking and listing new opportunities for each lead, enabling more targeted follow-up strategies.
List Lead Opportunities
Create a Business Lead
2 modules
Lead Profile Clean-up Automation
Automatically delete leads that fit certain criteria, such as those that have been inactive for an extended period, to maintain a streamlined lead database.
Search Leads
Delete a Lead
2 modules
Task Completion Report Generation
Generate a weekly report of completed tasks to assess team productivity and identify areas for improvement.
Complete a Task
List Lead Tasks
2 modules
Lead Status Monitoring
Set up an automatic alert system to notify when a lead has not changed status for a specified period, prompting a review or follow-up action.
Get a Lead
Search Leads
2 modules
Automated Lead Note Compilation
Automatically compile notes from all interactions with a lead, making it easier to review and strategize for further engagement.
Get a Lead
List Lead Notes
2 modules
Rapid Client Response Setup
Upon receiving a new lead, automate the deployment of an introductory response to acknowledge their inquiry and provide contact information for further communication.
Watch New Leads
Create a Note
2 modules
Task Reopening for Unfinished Work
Automatically reopen tasks that remain incomplete past their deadline to ensure no action items are overlooked.
Search Tasks
Reopen a Task
Supported Platforms
- Make.com
How to start with AgencyZoom on Make.com?
Follow our step-by step guides on setting this API integration on Make.com no-code platform.
Our team of experts needs to know your concern. Please, report any issues you notice during app execution.