AgencyZoom Integration Enhancements💡Feature RequestIntegrationsAgencyProposalsPolicyLinkQuoteFormsRisk ProfilesFeb 17, 2025Individual User Sign On for AgencyZoom Add Departments & Groups to AgencyZoom Options Create Lead in AgencyZoom when PolicyLink completed AgencyZoom not pulling in Lead Source Change to GetLeads Details to retrieve more data from AgencyZoom Reconfigure Handling of Multiple Pipelines for AgencyZoom Import Leads that are created from AgencyZoom via API Send Effective Date as the Expected Close Date to AgencyZoom Create Lead Quotes in AgencyZoom from completed AgencyProposal Retrieve Opportunity details from AgencyZoom QuoteForms Native Integration with AgencyZoom Posted by David Watson · Feb 17, 2025Status: 💭 Planned2
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