AgencyZoom Integration - CabinPanda

CabinPanda and AgencyZoom Integration

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

Let’s integrate

Let's get you started with AgencyZoom integration. It's super easy!

With the CabinPanda and AgencyZoom, you can:

Let's get you started with Cabinpanda and AgencyZoom integration. You will be able to send your submission data from CabinPanda to AgencyZoom.

What you need?

CabinPanda account
Zapier account (It's Free)
AgencyZoom account

More about AgencyZoom:

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

Step by step guide

We will walk you through the steps of integrating with CabinPanda.

Create your CabinPanda account

Sign up and create your CabinPanda account. It’s very easy. Once you have created your account, you are ready to integrate with pretty much anything.

Go to the integrations section of CabinPanda

Here, you can see all the app categories that CabinPanda can integrate with. If you want, you can search for the specific app that you are looking to integrate with, or browse through the featured apps.

Select AgencyZoom and click connect

Select the AgencyZoom app and click connect for integration. This will enable integration through Zapier.

When receive submission
Triggers when receive subscription

Create Personal Lead
Create a personal lines lead in Agencyzoom.
Create Business Lead
Create a business lead in Agencyzoom.
Create Task
Create a task in Agencyzoom.
Create a Note
Create a note for a lead or a customer.
Update Lead
Update a lead in Agencyzoom.

5 AgencyZoom Actions

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