With Zapier, you are able to connect a variety of your favorite tools directly to AgencyZoom by using Zaps. A Zap is a workflow between two applications. Each Zap consists of a Trigger and an Action. To learn more about Zaps and what Zapier does, check out What is Zapier?
Why Would You Use Zapier With AgencyZoom?
Zapier provides easy automation for busy people. It moves info between your favorite apps automatically, so you can focus on your most important work. Zapier was truly made for do-it-yourself automation. It works around the concepts of Triggers and Actions, meaning if something happens over here (the Trigger) then something should happen over there (the Action).
Working together with AgencyZoom, Zapier can help you automatically input leads into AgencyZoom, send handwritten Thank You cards, and more. Conversely, it also allows you to send information elsewhere when something happens in AgencyZoom.
Connecting AgencyZoom to Zapier
To begin, go to your www.zapier.com and sign up for an account. Although they have paid options, 99% of agencies only need the Free option. If you run out of free Zaps, that's your clue that you've gone automation overboard 😂
Next, go the the Integrations page within AgencyZoom, Click on Zapier, then click on the button "Show API Key". You will enter this information in Zapier to connect your AgencyZoom account.
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
Now that you're in the cool kids crowd, you can start adding Zaps 😎
Add Zaps that include AgencyZoom by clicking the MAKE A ZAP button in the upper right corner. Since AgencyZoom integrates by invite only, you must click the Make a Zap button to use AgencyZoom in a Zap. Trust me... I know it's weird, but that's how Zapier does it 🤷♂️.
When prompted, you'll need to enter your AgencyZoom API Key and Secret which you can find by going to My Agency --> Integration --> Turn on Zapier
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 EST, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)