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AgencyZoom Integration

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

Jeremy Peskin avatar
Written by Jeremy Peskin
Updated over 3 weeks ago

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. Find the AgencyZoom card and click "Activate"

  2. In Step 1 (Activate):

    • Enter your AgencyZoom username and password

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

  3. 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:

  1. From your Insureds page, click the "..." menu next to an Insured and select "Send to AgencyZoom"

  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

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:

  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

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.

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