Zapier is an automation service that lets you connect productivity applications without any coding knowledge! It allows you to pair two completely different platforms together to make your work efficient!
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Connect Agency Zoom with Zapier
To start, you’ll need to create an account with Zapier. You’re allowed 100 tasks/month under their free plan which works for most agencies.
After you’ve created your Zapier account, go to the integrations page within AgencyZoom. Click Zapier and then click on “Show API Key". You’ll need this information in Zapier to connect your Agency Zoom Account.
Next, on the Zapier website, go to "My Apps", search for AgencyZoom and click "Connect"
After you select "Connect", a pop-up window will appear asking for the data in AgencyZoom (API key and API secret). Copy the fields from AgencyZoom into Zapier and click "Yes, Continue". You should now be connected!
Create Your First Zap
To create your first zap, click the “Make a Zap!” button on the top left corner in Zapier.
From here, you'll be able to select AgencyZoom as your app!
Integrate EZLynx via Zapier
Make sure that you have a Zapier Account. Zapier is a third-party integration tool that allows you to connect AgencyZoom with other applications. If you don't have a Zapier account, then you can go to Zapier.com and create one! The basic account is free, but as you'll notice in the video you may need to upgrade to their pro plan ($24 month) if you want to create more complex Zaps (but don't worry - you can still do a lot with the free version).
Understand the fundamentals of how Zapier works. We highly encourage you to watch the Zapier training! It can be extremely helpful to know this tool beyond this specific integration, especially since you can use it to create your own integrations. Knowing Zapier will give you the opportunity to further customize your AgencyZoom account to suit your needs.
Get access to the EZLynx app in Zapier. The EZLynx application within Zapier is not open to every EZLynx user, so please be sure to contact your EZLynx account manager to find out how you can get access and start using it.
Check out what EZLynx and AgencyZoom can do. Head here to check out what's possible with EZLynx and AgencyZoom through Zapier.
That's it! You're all set, it's time to make your life easier.