Overview
Our AgencyZoom integration through Zapier enables you to send your Commercial Leads and Commercial Insureds from Sembley to AgencyZoom without double entry by clicking a "Send to Zapier" button next to each Insured.
Active the Integration
Click here to https://app.sembley.com/settings/integrations-settings and click "Activate" on the AgencyZoom card.
If you don’t have a Zapier account, you’ll be asked to create one. The integration is free for up to 100 syncs per month and you won’t be asked for credit card information
Once you’ve created your Zapier account, you’ll be asked to sign in to your Sembley account and then to your AgencyZoom account.
Turn on the "Send to Zapier" button
The "Send to Zapier" button enables you to send any Lead or Insured in your account to Zapier, which will trigger any Zaps that you have enabled between Sembley and other apps.
First, navigate to https://app.sembley.com/settings/integrations-settings and click "Activate" on the Zapier card.
Then, turn on the "Zapier Button Visibility" button.
Finally, head over to your Insureds tab and click on the More Actions ⋮ button next to any Insured to activate the trigger
What to Expect
Once you’ve completed activating our AgencyZoom integration through Zapier you can send any Lead or Insured to AgencyZoom by clicking "Send to Zapier".
When you click "Send to Zapier", Zapier will create a Commercial Applicant in AgencyZoom with the following attributes from Sembley:
Address
Company name
Primary contact name
FEIN
NAICS Code
Number of employees
Fax number
Website
SIC code
Email
Cell phone number