SALT is introducing a new integration with AgencyZoom, enhancing your workflow with seamless, one-click generation of leads and opportunities.
This integration allows specific data points collected by SALT to be instantly used to create leads and opportunities directly within AgencyZoom, streamlining the process and increasing efficiency.
This guide explains how to activate the integration, create leads, and manage situations like duplicates and merged leads in AgencyZoom, streamlining your process of lead and opportunity management directly from your SALT app.
Data Points Sent to AgencyZoom -
Lead/Insured: first name, last name, email, phone, birthday, and marital status
Auto: driver and vehicle info
Home: address
Connecting SALT & AgencyZoom
[Activate AgencyZoom Integration]
Navigate to the Integrations section.
Toggle the switch on the AgencyZoom card or tap Connect.
Sign in using one of the methods provided to enable the integration.
[Configure Lead Rules]
Set default settings for your leads generated from SALT forms.
Assign to: Select from an employee list.
Lead Source: Default set to "call-in".
Pipeline: Choose between "Pipeline" or "Another Pipeline".
Stage: Set stages like New, Contacted, and Quoted for Pipeline; or First, Second, and Quoted for Another Pipeline.
Be sure to click SAVE to apply these settings.
[Set Up Opportunity Defaults]
Customize policy mapping for each line of business. You can change any of the defaults seen below by selecting another option from the dropdown and pressing Save.
Home: HO-3
Auto: Standard Auto
Recreational Vehicle: Standard Auto
Motorcycle: Specialty Auto
Offroad Vehicle: Non-standard Auto
Watercraft: Personal Watercraft
Utilizing the Integration
[Syncing Data to AgencyZoom]
Open the submission you want to manage.
Switch to the LOB tab.
Scroll to "Third-party integrations" and select AgencyZoom.
For new entries, adjust fields to the desired configuration and select Create Lead.
Select the LOBs you'd like to build a lead opportunity for in AZ and click Create Opportunities. ("Skip for now" is also available.)
➡ 
Duplicates -
When potential duplicates are found, you'll have the opportunity to review the information and choose to merge (Complete Association) or create a new lead.
Lead Marked As Won/Lost in AgencyZoom -
When a lead has already been marked as won/lost in AgencyZoom, you will be unable to add additional opportunities for that lead. In these instances, you'll see one of the images below.
Merged Leads Not Accessible -
A lead will not be accessible within SALT once it has been merged with another lead inside of Agency Zoom. To proceed, you'll have to select from a potential match provided or create a new lead. In these instances, you'll see the image pictured below.
Auto-sync is NOT available for the AgencyZoom integration because:
There is a large potential for duplicates with AgencyZoom. Our integration helps you ensure you send SALT data to the right AgencyZoom lead in the case of a duplicate.
Our integration allows you to build AgencyZoom Lead opportunities, which, depending on how your integration is set up, may or may not require a selection(s) from you.