AgencyZoom
CRM & supportCredentials form
Work AgencyZoom insurance agency leads, customers, policies, notes and tasks.
14 actions
| Action | Effect | Data handled | Scope |
|---|---|---|---|
| agencyzoom_search_leadsSearches leads by name, email or phone prefix, status, pipeline, stage, source, assignee and dates | read | Personal data | |
| agencyzoom_get_leadReads one lead with its contact details, pipeline stage, assignee and custom fields | read | Personal data | |
| agencyzoom_create_leadCreates a personal lead in a pipeline stage, assigned to a producer | write | Personal data | |
| agencyzoom_add_lead_noteAdds a note to a lead's timeline | write | Personal data | |
| agencyzoom_search_customersSearches customers by name, email, phone, location, policy number or type, agent and creation date | read | Personal data | |
| agencyzoom_get_customerReads one customer with contact details, policies, notes, tasks, files and total premium | read | Personal data | |
| agencyzoom_list_customer_policiesLists the policies written for a customer in AgencyZoom, with carrier, type, premium and effective and expiry dates | read | Personal data | |
| agencyzoom_add_customer_noteAdds a note to a customer's timeline | write | Personal data | |
| agencyzoom_search_tasksSearches tasks by assignee, status, type, period and creation date | read | Personal data | |
| agencyzoom_create_taskCreates a to-do, call, email or meeting task, optionally linked to a lead or customer and assigned to a user | write | Personal data | |
| agencyzoom_complete_taskMarks a task completed | write | General | |
| agencyzoom_list_pipelinesLists the lead and service pipelines with their stages, for the ids other tools need | read | General | |
| agencyzoom_list_lead_sourcesLists the agency's lead sources and their ids | read | General | |
| agencyzoom_list_employeesLists the agency's employees (producers and staff) and their ids, for assigning leads and tasks | read | Personal data |