AMS360 - Syncing Leads and Prospects

What data does AgencyZoom push to AMS360 when you create/update leads?

Moe avatar
Written by Moe
Updated over a week ago

Woot woot...No more double entry!
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When you create/update leads in AgencyZoom, we'll automatically update AMS360 at the same time.
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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

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