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Agencyzoom for your Agent

Flow can look up contacts, companies and deals in Agencyzoom, and with read and write access it can update records.

It asks for your approval before it changes anything in Agencyzoom. Connect with an API key from your Agencyzoom account.

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Which Agencyzoom deals are linked to tenders closing this month?

Connect Agencyzoom in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Agencyzoom.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Agencyzoom.

What Flow can do depends on what Agencyzoom offers through its API and on the access you choose.

Things to ask

Type these to Flow once Agencyzoom is connected.

  • Agencyzoom

    Which Agencyzoom deals are linked to tenders closing this month?

  • Agencyzoom

    Create a Agencyzoom deal for the Vienna hospital tender, with its value and deadline.

About Agencyzoom

AgencyZoom is a sales and performance platform built for P&C insurance agencies. It helps agents boost sales, retain clients, and analyze producer results in one place.

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Start your free trial today.

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