Skip to main content

AgencyZoom Integration

Our direct AgencyZoom integration allows you to synchronize data between Sembley and AgencyZoom.

Written by Jeremy Peskin

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:

  1. Navigate to Settings > Integrations

  2. Find the AgencyZoom card and click "Activate"

  3. In Step 1 (Activate):

    • Enter your AgencyZoom username and password

    • Click "Next" and wait for the integration to activate

  4. 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 inbound Insureds that are created when your prospect submits a custom intake for review will automatically be sent to AgencyZoom, based on your default settings.

Manual Sending

To manually send an insured to AgencyZoom:

  1. From your Insureds page, click the "..." menu next to an Insured and select "Send to AgencyZoom" OR from your Insured's profile page, click on the AgencyZoom icon in the top left corner

  2. Alternatively, open the insured profile and click the AgencyZoom icon

  3. Sembley will automatically check for duplicates in AgencyZoom

  4. Adjust settings if needed (pipeline, lead source, etc.)

  5. Click "Send"

Handling Duplicates

When sending an insured to AgencyZoom, Sembley checks for possible duplicates:

  1. If a possible duplicate is found, Sembley will display a warning

  2. You can view the potential duplicate in AgencyZoom to confirm

  3. Select the existing record to link the Sembley insured with the AgencyZoom record instead of creating a duplicate

Importing Insureds from AgencyZoom

You can import insureds from AgencyZoom from the Insureds page or when you create a new submission.

  • Insureds Page: from your Insureds table by clicking "Import > Import from AgencyZoom

  • New Submission: when you create a Submission in Sembley, you'll see an "Import from AgencyZoom" option

When importing an Insured from AgencyZoom, you can select the "Import all policies and insured items" checkbox. This feature captures a complete snapshot of the lead or customer entity, automatically fetching all associated Leads, Vehicles, and Drivers.

Note: This feature uses defensive logic to protect your work; it only fills empty fields in Sembley and will not overwrite any information you've already saved.

Import multiple customers or leads

To import several records at once, open Import from AgencyZoom and select the Bulk import tab. This is separate from Find insured, which imports one record, and the Import all policies and insured items checkbox, which imports related data for one selected insured.

To start the import:

  1. Select Customers or Leads.

  2. Paste one or more AgencyZoom IDs into the Insured IDs field. Separate multiple IDs with commas, spaces, or new lines.

  3. Click Start.

For customers, Sembley imports the customer’s entity information. For leads, Sembley imports the lead’s entity information along with available drivers and vehicles.

The import runs in the background and may take up to 24 hours. You can continue working in Sembley while it runs.

Only one bulk import can run at a time. The modal displays the last completed import, and the account owner receives an email showing how many insureds were imported and how many failed.

Importing Data from AgencyZoom

You can import data from AgencyZoom into Sembley:

  1. Click the AgencyZoom logo on an insured profile to sync data

  2. 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

  • When any signs a Signature Packet using Sembley Sign

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.

Did this answer your question?