AMS360 is a powerful integration with AgencyZoom. In this article, we'll break down the setup/connection process and what to expect when using AgencyZoom and AMS360.
Setup and Connection
Setup and Connection
The AMS360 integration is a 3-step process that we have broken down for you with videos and step-by-step instructions.
Create a new Web Service API in AMS360
Step 1) Start in AMS360
Step 2) Click the “Administration” tab
Step 3) Click “Web Service API”. A window will pop up
Step 4) Click “New”
Step 5) Web Service Application: leave as “Custom”
Step 6) WSAPI Login ID: AgencyZoom
Step 7) Choose Password and Verify Password:
This is the password you will use to integrate with AZ. You create this yourself.
Step 8) Under the “Data Security Based On” section, choose “Entity Access Security Only”
Step 9) On the bottom half of the window under “Entity Access”, choose “Check All”
Step 10) At the top right of the window select “Add”
Complete Notification Service Setup in AMS360
Step 1) In AMS360 click on “Administration”
Step 2) Click “Notification Service Setup”
Step 3) Click “New”
Step 4) Enter “AgencyZoom” on the Notification Client field
Step 5) Under Contact Info, enter your first and last name
Step 6) Click "Add" on the right side of the "Recipient Information" banner
Step 7) Recipient Name = AgencyzoomNotificationClientService
Step 8) Destination Address = https://api.agencyzoom.com/ws
Step 9) Authentication Code = 9C1F7DBC-7AFC-4c92-9B9C-D7B615E78FB0
Step 10) Version = 3.0
Step 11) Make sure Delivery Status is “On”
Step 12) At the bottom of the window there is a section for Notification Types. Go through and check the boxes to Grant All Notifications
Step 13) Click “Save” icon
Final Step: Connect in AgencyZoom
Step 1) Click "My Agency" icon on the left navigation panel in AgencyZoom
Step 2) Click "Integrations" from the list of options
Step 3) Click AMS360
Step 4) Click "Connect" and enter the following:
Agency Number: Find this in AMS360 under the Administration tab. Click the "Edit Agency" button to view your agency number.
WebService API ID: AgencyZoom
WebService Password: This is the password you setup under the Web Service API section in AMS360.
Step 5) Complete settings and field mapping
After you're done with that... YOU ARE INTEGRATED!! 🎉
**Please note the amount of time it takes for all of your data to initially sync between AgencyZoom and AMS360 varies greatly depending on your integration settings and the amount of data syncing between the systems. We usually tell people to give the integration at least 24 hours for the initial sync.
Using AMS360 and AgencyZoom
Using AMS360 and AgencyZoom
Woot woot...No more double entry!
When you create/update leads in AgencyZoom, we'll automatically update AMS360 at the same time.
This article will help you understand what we sync and when we do it.
When you create a lead in AgencyZoom
We'll create a Prospect in AMS360
There is a search to avoid duplicates
If it's a Commercial lead, we'll update the firm name in AMS360
We'll also update the Phone Number, email, and address
When you create a note in AgencyZoom
We'll record an activity in AMS360 and put the entire note in the activity
When you send/receive an email in AgencyZoom
We'll record an activity in AMS360 and put the entire email in the activity
When you send/receive a text in AgencyZoom
We'll record an activity in AMS360 and put the entire text in the activity
When you create a task in AgencyZoom
We'll create a suspense in AMS360 set for the correct date/time
We'll also record an activity in AMS360 and indicate the suspense was created
When you mark a task complete in AgencyZoom
We'll mark the suspense completed in AMS360
When you add a quote to a lead in AgencyZoom
We'll record an activity in AMS360 indicated a quote was created and include details about the quote
When you move a lead to Sold in AgencyZoom
We'll update the prospect to a Customer in AgencyZoom and we'll create a policy shell in AMS360
The creation of a policy shell depends on your system settings in AgencyZoom
Here is a detailed list of what information syncs over from AMS360 to AgencyZoom and shows in the My Customers tab.
Important:
Type must = Customer. Otherwise, we do not sync it over into My Customers in AgencyZoom.
We sync both Active and Inactive Customers. The default filter of My Customers is set to show you Active Customers.
If Firm Name is used, we will show that as the Customer Name and use the First and Last Name as the contact.
Green Box = We sync this data over
Orange Box = We will sync this data over in the short future
Customer Overview
Policy Data:
that's it!
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