Integration Guide
Integrating your AMS with AgencyZoom activity snapshot
Activity in AgencyZoom |
Integration Activity in AMS |
QQCatalyst |
AMS360 |
Hawksoft |
Nowcerts |
EZLynx* |
Epic** |
Other |
|---|---|---|---|---|---|---|---|---|
| Create a new lead | Create new lead in AMS | |||||||
| Add note to a lead | Add note to lead's profile in AMS | |||||||
| Create a task | Create a task in AMS | |||||||
| Complete a task | Mark task as completed in AMS | |||||||
| Send a text | Add as on activity | |||||||
| Send an email | Add as on activity | |||||||
| Make a call | Add as on activity | |||||||
| Schedule a meeting | Add as on activity | |||||||
| Update status of a lead | Add as on activity | |||||||
| Add a new quote | Add quoted policies to AMS | |||||||
| Mark lead a sold | Change status of lead to customer and policy info | |||||||
| Add new policy to an existing customer | Add new policy to customer's profile in AMS | |||||||
| Create a service ticket | Add as an activity | |||||||
| Direct link to user profile in AMS | Search and return the customer's profile in AMS | |||||||
| Upload a file in AgencyZoom | Add file to customer's profile | |||||||
| Download book of business from AMS | Send book of business info (customers and policies to AZ) | |||||||
| Sync policy status updates from AMS | Send policy status updates to AZ |
* Integration is done via Zapier and CSV upload (we can automate digesting the CSV file via email by sending reports automatically to AgencyZoom)
** Integration is done via CSV upload (we can automate digesting the CSV file via email by sending reports automatically to AgencyZoom)
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