Integrate AgencyZoom with Retently

Sync customer profiles between AgencyZoom and Retently to ensure up-to-date contact information, trigger NPS/CSAT surveys after significant customer interactions like policy renewals or claims, and use feedback scores to enhance customer service strategies.

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About AgencyZoom

AgencyZoom is a customer relationship management platform designed for insurance agencies. It includes features for lead management, policy tracking, and task management to help streamline workflows.

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AgencyZoom to Retently

1

Lead Created

Triggers when a new Lead is added.
2

New Policy Sold

Triggers when a new policy is sold.
3

Lead Status Change

Triggers when the status of a Lead changes.
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Retently to AgencyZoom

1

Create Business Lead

Creates a business lead in AgencyZoom.
2

Update Lead

Updates a lead in AgencyZoom.
3

Create Task

Creates a task in AgencyZoom.
4

Create a Note

Creates a note for a lead or a customer.
5

Create Personal Lead

Creates a personal lines lead in AgencyZoom.
6

Create Service Request

Creates a service request in AgencyZoom.
7

Find a Lead

Searches for a Lead by id, email, phone, or name.

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