Integration

Your best website provider for insurance agencies with custom Agencyzoom integration.

Streamline your data collection process with direct integration between Agencyzoom and your website. Create new insurance leads and opportunities seamlessly with awesome API integration between Agencyzoom and GravityCerts.

Already use GravityCerts and Agencyzoom? Contact us to setup your integration.

GravityCerts Integration with Agencyzoom
Agencyzoom, powered by Vertafore

Agencyzoom has quickly become the go-to CRM system for independent insurance agencies.

GravityCerts has developed an advanced Agencyzoom integration that allows insurance agencies to maximize their productivity. Get detailed lead information pushed directly into Agencyzoom to create new leads, assign a pipeline stage, add an opportunity, create tasks, and much more.

Direct

Agencyzoom Integration Without Limits

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No Manual Entry

Collect information from prospects without entering the same thing over and over. Use our pre-built forms, or create your own. Your ability to gather client information is endless.

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Increase Efficiency

Send prospects a link from your website to access the digital form. Create lead or update customer information in Agencyzoom, keeping client data accurate.

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Maximize Data

Automatically create the lead, assign to a pipeline, add an opportunity, include drivers, vehicles, property, custom fields, notes, tags, and create tasks.

Agencyzoom Integration

Seamless Data Transfer Directly to Agencyzoom

  • Create New Personal Leads

  • Create New Commercial Leads

  • Add Lead to a Pipeline Stage

  • Add Opportunities

  • Assign an Agent or Assignment Group

  • Assign a CSR

  • Assign the Lead Source

  • Populate Custom Fields

  • Add Property, Drivers, Vehicles

  • Add Multiple Tags

  • Add Notes

  • Update Leads or Customers

  • Move Lead to Another Pipeline Stage

  • Create Tasks

  • Create a Service Request

Easy Setup

How the Agencyzoom Integration Works

No iframes, no embed codes, no 3rd party services, no zaps. Data capture is accomplished all through your website using GravityCerts custom built direct Agencyzoom integration. This makes creating automation workflows effortless and your ability to scale your business much easier.

Enter your Agencyzoom user credentials in the configuration settings and you’re ready to go!

Trusted by Agencies

What GravityCerts clients are saying.

Your website should be building your Agencyzoom pipeline. Not adding to your workload.

Book a demo to see the full GravityCerts and Agencyzoom integration in action. Or choose a plan and get started today.

GravityCerts and Momentum AMS integration for independent insurance agency websites

Already use GravityCerts and Agencyzoom? Contact us to setup your integration.