Overview
Our direct AgencyZoom integration allows you to synchronize data between Sembley and AgencyZoom. The integration enables you to:
Send insureds from Sembley to AgencyZoom, automatically or manually
Pull customers and leads from AgencyZoom into Sembley
Create notes in AgencyZoom from Sembley
Import drivers and vehicles from AgencyZoom into Sembley
Keep both apps in sync
Activating the Integration
To activate the AgencyZoom integration:
Navigate to Settings > Integrations
Find the AgencyZoom card and click "Activate"
In Step 1 (Activate):
Enter your AgencyZoom username and password
Click "Next" and wait for the integration to activate
In Step 2 (Settings), configure your default preferences:
Assign to: Select users from your AgencyZoom account
Lead source: Choose from available sources
Pipeline: Select from available pipelines
Stage: Choose from available stages
Automatically send inbounds to AgencyZoom: Toggle on/off (defaults to on)
Sending Insureds to AgencyZoom
You can send insureds to AgencyZoom in two ways:
Automatic Sending
When enabled in settings, new inbounds from custom intakes will automatically be sent to AgencyZoom based on your default settings when they submit the custom intake for review.
Manual Sending
To manually send an insured to AgencyZoom:
From your Insureds page, click the "..." menu next to an Insured and select "Send to AgencyZoom"
Alternatively, open the insured profile and click the AgencyZoom icon
Sembley will automatically check for duplicates in AgencyZoom
Adjust settings if needed (pipeline, lead source, etc.)
Click "Send"
Handling Duplicates
When sending an insured to AgencyZoom, Sembley checks for possible duplicates:
If a possible duplicate is found, Sembley will display a warning
You can view the potential duplicate in AgencyZoom to confirm
Select the existing record to link the Sembley insured with the AgencyZoom record instead of creating a duplicate
Importing Insureds from AgencyZoom
When you create a Submission in Sembley, you'll see an "Import from AgencyZoom" option. Clicking that will enable you to import any Lead or Customer from AgencyZoom into Sembley, along with their data, vehicles and drivers.
Importing Data from AgencyZoom
You can import data from AgencyZoom into Sembley:
Click the AgencyZoom logo on an insured profile to sync data
For submissions (like commercial auto), you can import drivers and vehicles:
Navigate to the "Vehicles and Drivers" section of your submission
Click the "Import" button
Select the drivers or vehicles you want to import
Click "Import" to add them to your submission
Automatic Note Creation
Sembley will create notes in AgencyZoom under two circumstances:
When you share an intake with a client contact, Sembley automatically creates a note in AgencyZoom with a shareable link to the intake
When an Insured submits a Sembley intake for review, Sembley automatically creates a note in AgencyZoom with the intake's URL, letting you know it's time to review
Data Mapping
Review our Data Sharing documentation for a full list of attributes that sync between Sembley and AgencyZoom
Pricing and Availability
Our AgencyZoom integration is free and available to all Sembley customers in our Pro plan.