AgencyZoom's Lead Vendor Integration allows your lead vendors to drop leads directly into your pipeline! To access the current list of compatible web-lead vendors, please refer to the list within the Web Lead Integration Setup.
AgencyZoom provides two methods of integration: webhooks, and email-based.
Webhooks allow applications to push data from one system to another in real-time. In AgencyZoom's case, we create a unique URL code for your lead vendor to send data to.
Email-Based integrations generate a unique AgencyZoom email address for you to add to your lead delivery recipients. Once they send leads, AgencyZoom reads these emails and brings the lead data into your pipeline.
The following video provides a step-by-step to create a new integration.
You can also follow these steps:
Click the My Agency icon
Click the "Integration" page
Click the "Web Lead Integration" button
Click the blue "+ Web Lead Integration" button
Choose one of the supported Webhook-based vendors and click "Next"
Select the Lead Source and optionally add the tags you want to assign to these leads from the dropdown menu, then click "Next"
Select destination Pipeline and Stage you want the leads to be placed into and click "Next"
You must choose who to assign to the web leads for both the producer and CSR.
Round-Robin to All: Includes all users in the assignment rotation. This equally distributes the leads to everyone with the given role (Producer or CSR)
Assign to a Specific Individual: Allows you to designate one individual to always receive the leads
Assign to Members in Assignment Group: You can setup Assignment Groups to limit the individuals that receive leads from a given vendor. For example, you could add three producers to an assignment group and then use this option. This option equally distributes leads to the users in the assignment group.
Assign the location you want the leads to be associated with then click "Next"
Depending on the lead vendor, the final page will display either a webhook or email address. All you need to do is copy the webhook or email address and provide it to your lead vendor to begin delivery to AgencyZoom. Some vendors allow you to add email addresses or webhooks directly through their portal.
You're all set! Once your lead vendor begins delivering the leads to the AgencyZoom webhook or email you will start seeing the leads directly in your pipeline.
Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm ET, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)