Adding and tracking leads in AgencyZoom is easy! Utilizing the lead manager will help keep your agency and producers on track and organized. As leads are worked, just simply drag and drop them throughout the different stages. You can build automation that runs behind each of the stages within the pipeline (New, Contact, Quoted, Smartcycle & Sold).

Add Leads One by One

Step 1) Click on "Leads" on the left navigation panel

Step 2) Click "Add Lead" button in top right corner

Step 3) Enter lead information

Step 4) Click "Add"

Add Leads in Bulk via CSV

Step 1) Click on "Leads" on the left navigation panel

Step 2) Click "Actions" on the top right and select "Import Leads" from the dropdown

Step 3) Confirm your import settings:

  • Do you want to enroll this list of leads into automation?
  • What is the leads source?
  • What stage in the pipeline do you want them to populate into?
  • For Multi Location agencies, choose which location these are assigned to
  • Assign producer and CSR

Step 4) Click "Save"

Step 5) The pop-up window will disappear, then click "Continue"

Step 6) Upload your CSV file

Step 7) Complete field mapping and click "Next"

Step 8) Name the import and click "Next"

Step 9) View summary and go to lad pipeline

Add via Zapier

AgencyZoom integrates with Zapier, which is a tool used share information between two platforms that do not have a direct integration. HERE is a link to their website for more information.

With this tool, you build out a Trigger and an Action. For example: When a new SurveryGizmo submission is created, send that lead info into AgencyZoom automatically.

Please check their website to ensure the program you are trying connect also integrates with 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.)

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