AgencyZoom

How the CustomerIQ + AgencyZoom Integration Works

CustomerIQ can automatically add notes in AgencyZoom based on activity in CustomerIQ.

This document describes what activity is created and how it works.

Setup and Authentication

1. In CustomerIQ, go to Settings > Apps & Integrations > AgencyZoom

2. Add credentials of the admin user to update AgencyZoom with notes

   1. These credentials are always encrypted in transit and at rest

   2. Notes added in AgencyZoom will appear to have been added by this user

3. Once you've saved the credentials, enable the integration

4. Now you'll start to see call and email summaries logged to the correct lead or customer record in AgencyZoom

User Credentials: Since CustomerIQ uses the authenticated user to update records, we recommend creating a dedicated admin user for CustomerIQ so that all updated records appear as updated by CustomerIQ (or the name of the user you create). This way, you can manage the CustomerIQ integration separately of how you manage human users in the case of employment change or password changes.

What to expect

Conversations

When a call conversation is created in CustomerIQ

• We search for available lead and customer records to match the contact in CustomerIQ.

• We'll record an activity note in AgencyZoom and include:

  • Call summary

  • Link to call conversation in CustomerIQ

When a meeting conversation is created in CustomerIQ

• We search for available lead and customer records to match the contact in CustomerIQ.

• We'll record an activity note in AgencyZoom and include:

  • Meeting summary

  • Link to call conversation in CustomerIQ

When an email conversation is logged in CustomerIQ

• We search for available lead and customer records to match the contact in CustomerIQ.

• We'll record an activity note in AgencyZoom and include:

  • Email summary

  • Link to email conversation in CustomerIQ

When a voice note conversation is created in CustomerIQ

• We search for available lead and customer records to match the contact in CustomerIQ.

• We'll record an activity note in AgencyZoom and include:

  • Note summary

  • Link to note conversation in CustomerIQ

Contacts

When a contact is created in CustomerIQ

• We don't do anything in AgencyZoom. Notes are only logged to existing lead and customer records