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)