We're pleased to announce that Webtricity now integrates with AgencyZoom, a lead management and automation tool for insurance agents. If your insurance agency website is on Webtricity, your website leads can be pushed to your AgencyZoom account instantly and automatically.
How our AgencyZoom integration works
When a visitor on your website decides to request a quote from your agency and enters their information into your quote form and clicks submit, Webtricity instantly transmits that information to your AgencyZoom account.
Once it arrives there, it becomes a new lead record, at which point it can follow the automations you've configured in AgencyZoom.
How much it costs
There are no additional costs associated with this integration. You'll need a Webtricity website and an AgencyZoom account of course, but the integration between the two is free.
How to get started
That page has a link where you can get your personalized URL from AgencyZoom, which you'll then paste into the Webtricity settings page. And that's it! Once you've entered that, the integration will be live, and leads will flow automatically from your website to your AgencyZoom account.
We're here to help
If you have any questions or need help getting the new AgencyZoom integration set up, please get in touch with our support team, and we'll be happy to help out.