When connecting a webhook lead vendor integration with AgencyZoom these are the steps to follow.

The Current Webhook-based integration partners are:

  • ZipQuote

  • QuoteWizard

  • Banyan Theory

  • Webtricity

  • Parsey **

  • Mail Parser **


The QuoteWizard setup looks slightly different from the other Webhook integrations.
Here's a video for setting up a QuoteWizard integration:

Step-By-Step in QuoteWizard:

Step 1) Log in to QuoteWizard Dashboard

Step 2) Locate the Web CHannel Overview and click your Channel Name

Step 3) Scroll about halfway down and you will see CRMs (this is where you can add a CRM and Webhook - screenshot below)

Step 4) Click "Save"

Step 5) Finished!

Here's a screenshot of the section in QuoteWizard where you input your Webhook code generated by AgencyZoom.

Step-By-Step Webhook in AgencyZoom:

Step 1) Click the My Agency icon

Step 2) Click the "Integration" page

Step 3) Click the "Web Lead Integration" button

Step 4) Click the blue "+ Web Lead Integration" button in the upper-right corner

Step 5) Choose one of the supported Webhook-based vendors and click "Next"

Step 6) Select the Lead Source you want to assign to these leads from the dropdown menu, then click "Next"

Step 7) Select the Pipeline you want these leads to come into from the dropdown menu, then select the Stage you want them placed in from the second dropdown and click "Next"

Step 8) Choose how you want the leads to be Assigned
(This can be round-robin to all producers, assign to a specific producer-only, or assign to members in an assignment group) then click "Next"

Step 9) The "All Done" Page will display your webhook URL

Copy this URL into the webhook section in the lead vendor portal for the vendor you're using

Congratulations! Your leads can start coming directly into AgencyZoom!

AgencyZoom is NOT responsible for setting up your Parsey or MailParser.io account

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