Feature Guides

System Settings, Automation, Integrations, Calendar, Raters, Lead Management

24 articles in this collection
Written by Megan Stasko and Sarah Husbands

Zip Code Filter

Zip code, filter, event automation

Written by Megan Stasko
Updated over a week ago

Notes

Notes, policy notes, activity, pinned

Written by Megan Stasko
Updated over a week ago

Batch Update, Delete, Bulk Email

Delete, reassign, batch update, apply tag

Written by Megan Stasko
Updated over a week ago

Lead Vendor Integration Overview

Learn how this feature works and which vendors are supported

Written by Megan Stasko
Updated over a week ago

Adding a New Webhook Lead Vendor Integration

How to connect a webhook lead vendor with AgencyZoom

Written by Megan Stasko
Updated over a week ago

Adding a New Email-Based Lead Vendor Integration

Setting up an Email-Based vendor to bring in leads

Written by Megan Stasko
Updated over a week ago

Integrations

AMS Integrations

How to Connect with NowCerts, Hawksoft, EzLynx, AgencyMatrix, TAM, EPIC

Written by Megan Stasko
Updated over a week ago

Communication Integrations

Twilio, Ring Central, ZipWhip, Email

Written by Megan Stasko
Updated over a week ago

Connecting with Zapier in Agency Zoom

Learn how to create a Zap, Sync EzLynx with Agency Zoom with Zapier

Written by Sarah Husbands
Updated over a week ago

How to insert calendar meeting link in emails

How to share my calendar meeting link

Written by Megan Stasko
Updated over a week ago

Setting up your Agency Zoom Account with Google

Set up Google account, Get Google Reviews

Written by Megan Stasko
Updated over a week ago

How to create a new calendar appointment

How to create a calendar appointment within AgencyZoom

Written by Megan Stasko
Updated over a week ago

How to edit your calendar settings

Edit calendar and appointment settings

Written by Megan Stasko
Updated over a week ago

Calendar Integration Setup Guide

Create, Share and Sync Appointments

Written by Megan Stasko
Updated over a week ago

Getting Started with AgencyZoom

Getting Started

Setting up the Basics of AgencyZoom

Written by Megan Stasko
Updated over a week ago

System Settings

Automation settings, lead alerts, sales alerts, notifications

Written by Megan Stasko
Updated over a week ago

Pipelines & Automation

Running Automations in Agency Zoom

Lifecycle Automations, Building Automations for Sales Pipleline

Written by Megan Stasko
Updated over a week ago

Managing Leads in Agency Zoom

Pipeline, Importing Leads, X-Date, Dead deals

Written by Sarah Husbands
Updated over a week ago

How to Manage and Build Pipelines

Custom Pipelines

Written by Megan Stasko
Updated over a week ago

Troubleshooting Automation

Automation, skipped, expiration, trigger

Written by Megan Stasko
Updated over a week ago

Placeholders

Email, Text, Placeholders, Carrier Links

Written by Megan Stasko
Updated over a week ago

Enhanced & Custom Fields

Custom Fields

Add additional fields to leads, customers, and contacts

Written by Megan Stasko
Updated over a week ago

Enhanced Fields

Middle Name, Expected Close Date, Custom Fields, Filter View

Written by Megan Stasko
Updated over a week ago

Compensation

Independent Agency Compensation

How to set up and run Compensation

Written by Sarah Husbands
Updated over a week ago