Add Leads

How to add leads into AgencyZoom

Megan Stasko avatar
Written by Megan Stasko
Updated over a week ago

The two basic ways to add leads into AgencyZoom are 1) adding leads one by one or 2) importing a lead list. If you're looking for how to create a Web Lead Integration, visit our articles on Email Vendor Integrations or Webhook Vendor Integrations.

That said, 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. To add leads into the system, follow the steps below!

Add Leads Individually

To add a lead individually, you can use the "+ Add" button in the upper right corner and select "Add a Lead" from most pages in AgencyZoom.

Add Leads in Bulk via CSV

Step 1) To import a Lead List, click the "Actions" dropdown in the upper right corner and click "Import Leads" to start.

Step 2) Confirm your import settings:

  • Do you want to enroll this list of leads into automation?

  • What is the lead source?

  • What pipeline and stage do you want this lead to populate into?

  • For Multi Location agencies, choose which location these are assigned to

  • Assign producer and CSR

Step 3) Click "Save"

Step 4) The pop-up window will disappear, then click "Continue"

Step 5) Upload your CSV file

Step 6) Complete field mapping and click "Next"

Step 7) Name the import and click "Next"

Step 8) View summary and go to lead pipeline

Step 9) Although the screens will prompt you through the process step-by-step, we also created this video for how to import the list!

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 to 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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