Zapier is an automation service that lets you connect productivity applications without any coding knowledge! It allows you to pair two completely different platforms together to make your work efficient!
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Connect Agency Zoom with Zapier
To start, you’ll need to create an account with Zapier. You’re allowed 100 tasks/month under their free plan which works for most agencies.
After you’ve created your Zapier account, go to the integrations page within Agency Zoom, Click Zapier and then click on “Show API Key. You’ll need this information in Zapier to connect your Agency Zoom Account
Next, go to 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
To create your first zap, click the “Make a Zap!” button on the top right corner in Zapier. Since AgencyZoom integrates by invite only, you must click the Make a Zap button to use AgencyZoom in a Zap
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
Integrate EZLynx via Zapier
Make sure that you have a Zapier Account. Zapier is a third-party integration tool that allows you to connect AgencyZoom with other applications. If you don't have a Zapier account, then you can go to Zapier.com and create one! The basic account is free, but as you'll notice in the video you may need to upgrade to their pro plan ($24 month) if you want to create more complex Zaps (but don't worry - you can still do a lot with the free version).
Understand the fundamentals of how Zapier works. We highly encourage you to watch the Zapier training! It can be extremely helpful to know this tool beyond this specific integration, especially since you can use it to create your own integrations. Knowing Zapier will give you the opportunity to further customize your AgencyZoom account to suit your needs.
Get access to the EZLynx app in Zapier. The EZLynx application within Zapier is not open to every EZLynx user, so please be sure to contact your EZLynx account manager to find out how you can get access and start using it.
Please note that in this video we are creating an integration that starts from AgencyZoom and ends in EZLynx. The end goal is to take every lead that you create in AgencyZoom and create a matching prospect in EZLynx.