AgencyZoom

Pipeline, Importing Leads, Smart-Cycle, Dead deals

Managing Leads

How to Manage and Build Pipelines

Troubleshooting Automation

How to manage and use placeholders in AgencyZoom.

Introduction to Placeholders

How to duplicate automation already built for a new pipeline

Cloning Automation: Touchpoints & Workflows

Clone a Pipeline

Add Automation

Get started with automation in AgencyZoom!

How to Export and Import Automation (With Example Files)

How to create event automation in Agency Zoom.

Event Automation

A list of all active placeholders in AZ and their description

System-Defined Placeholders

Lifecycle Automation Settings

Cloning Automation

Building Automations for a Sales Pipeline

Pipelines & Automation

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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