Integrations / CRM
Manage AgencyZoom leads and customers from WhatsApp
Flann connects AgencyZoom to the WhatsApp chat you already run your business from. You ask, and Flann picks the right AgencyZoom action. Owners rarely open AgencyZoom as often as they should. That is not a discipline problem. It is friction, and Flann removes it by letting you work your contacts and deals from the one app you never close.
99 actions in AgencyZoom. 45 only look things up, and 54 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in AgencyZoom
Type it or say it in a voice note. Flann works out which AgencyZoom action you mean.
“Find leads in AgencyZoom.”
“Find customers in AgencyZoom.”
“Show me my notes in AgencyZoom.”
“Create a lead in AgencyZoom.”
“Delete the file in AgencyZoom.”
“Delete the task in AgencyZoom.”
What Flann can work with in AgencyZoom
AgencyZoom gives Flann 99 actions across 41 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Leads | createlook upmovesearchupdate | 5 |
| Opportunities | createdeletelook upupdate | 5 |
| Tasks | markdeletelook upreopenupdate | 5 |
| Customers | deletelook upsearchupdate | 4 |
| Lead quotes | createdeletelook upupdate | 4 |
| Lead opportunities | createdeleteupdate | 3 |
| Business leads | createupdate | 2 |
| Email threads | deletesearch | 2 |
Side by side, the two ways of working in AgencyZoom:
| Compare | Opening AgencyZoomLog in, find it, do it | AgencyZoom through FlannAsk and get it done |
|---|---|---|
| Getting started on a job | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up about leads | By hand, screen by screen | 45 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 54 changes, made from a message |
| AgencyZoom records | All of them, one screen at a time | 41 kinds, from one chat |
| Set-up | Nothing new to set up | Your AgencyZoom API key, once |
YesPartlyNo
Step by step: AgencyZoom jobs you can hand to Flann
What happens between your message and the result in AgencyZoom.
Create a lead from a voice note
- You message Flann on WhatsApp: “Create a lead in AgencyZoom with these details.”
- Flann runs
Search leadsin AgencyZoom and shows you what it found. - Flann runs
Create leadin AgencyZoom. - Flann creates it in AgencyZoom and confirms in the chat.
Fix a customer without opening AgencyZoom
- You message Flann on WhatsApp: “Change the customer in AgencyZoom: here is what is different.”
- Flann runs
Search customersin AgencyZoom and shows you what it found. - Flann runs
Update customer info using idin AgencyZoom. - Flann makes the change in AgencyZoom and confirms in the chat.
Clean up tasks you no longer need
- You message Flann on WhatsApp: “Which tasks in AgencyZoom are out of date? Remove the ones I confirm.”
- Flann runs
Get the task detailsin AgencyZoom and shows you what it found. - Flann runs
Delete a taskin AgencyZoom. - Each removal is confirmed in the chat.
The AgencyZoom jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Logging the meeting from the car park
Today
After a meeting you mean to write up the notes, set the next step and add a reminder in AgencyZoom. By the time you reach a desk, half the detail has gone.
With Flann
“Just met Priya at Northgate, wants a quote for twelve units, call her back Thursday.”
Flann matches Priya to her record in AgencyZoom, writes a clean meeting note and proposes a follow-up task for Thursday. It also suggests moving the deal to the quoting stage.
What you stop doing: Meeting notes stop depending on your memory at the end of the day.
Renewals and reorders on time
Today
Contracts renew, stock runs out and regular customers are ready to reorder, but the dates are buried in AgencyZoom. You find out when a competitor has already called them.
With Flann
“Who is due to renew or reorder next month according to AgencyZoom?”
Reading the renewal dates, contract ends and purchase patterns in AgencyZoom, Flann gives you a short list of customers coming up, with what they bought last time. It can draft a personal note to each.
What you stop doing: Repeat business no longer depends on you spotting a date.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to AgencyZoom
- Open Connectors in Flann and choose AgencyZoom.
- Paste your AgencyZoom API key into the secure form Flann opens. You will find the key in your AgencyZoom account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the AgencyZoom action and fills in the details.
Reading from AgencyZoom is instant. AgencyZoom stays connected until you remove it in Connectors.
Ways to use AgencyZoom with Flann
Follow up the leads you forgot
Ask Flann which leads in AgencyZoom have not heard from you in a week. It lists them and drafts the follow-up for each.
Know who you are talking to
Before a meeting, ask Flann for the contact’s history in AgencyZoom: last deal, last note, last time you spoke.
See the pipeline at a glance
Ask what is open and what is at risk. Flann summarises AgencyZoom in a few lines you can read in a queue.
Everything Flann can do in AgencyZoom
All 99 AgencyZoom actions, as Flann sees them.
Looks up 45
- Get a list of producers
- Get a list of assign groups
- Get a list of carriers
- Get a list of CSRs
- Get a list of custom fields
- Get a list of drivers for an opportunity
- Get a list of employees
- Get a list of life professionals
- Get a list of locations
- Get a list of pipelines
- Get a list of recycle events
- Get AMS policies for a customer
- Get auth URL for V4 SSO
- Get departments groups
- Get lead files
- Get lead quotes
- Get lead source categories
- Get lead sources
- Get lead tasks
- Get list of end stages
- Get loss reasons
- Get policies for a customer
- Get product lines and policy types
- Get SMS thread messages
- Get the customer details
- Get the customer tasks
- Get the driver details
- Get the lead details
- Get the opportunities for a lead
- Get the opportunity details
and 15 more
Changes 54
- Add tags to a policy
- Authenticate for JWT via V4 SSO
- Batch create contacts
- Batch create leads
- Batch delete tasks
- Change lead status
- Create a customer note
- Create a driver for an opportunity
- Create a lead note
- Create a lead opportunity
- Create a lead quote
- Create a vehicle for an opportunity
- Create an opportunity
- Create business lead
- Create lead
- Create task post endpoint
- Delete a customer
- Delete a customer policy
- Delete a lead opportunity
- Delete a lead quote
- Delete a task
- Delete a vehicle
- Delete an opportunity
- Delete an opportunity driver by ID
- Delete customer file
- Delete email thread
- Delete file from lead
- Delete thread message
- Link a driver to opportunity
- Link vehicle to opportunity
and 24 more
More CRM apps Flann works with
Common questions
What can Flann do with leads in AgencyZoom?
Flann can create, look up, move, search and update leads in AgencyZoom, using 5 actions (Create lead, Get the lead details, Move lead to sold, Search leads and more). Looking up runs straight away and changes nothing. The other actions create or change leads in AgencyZoom.
What can Flann do with opportunities in AgencyZoom?
Flann can create, delete, look up and update opportunities in AgencyZoom, using 5 actions (Create an opportunity, Delete an opportunity, Get the opportunities for a lead, Get the opportunity details and more). Looking up runs straight away and changes nothing. The other actions create or change opportunities in AgencyZoom.
How does Flann connect to AgencyZoom?
Open Connectors in Flann, choose AgencyZoom and paste your AgencyZoom API key into a secure form. You will find the key in your AgencyZoom account settings. Once it is connected, Flann can use 99 actions in AgencyZoom.
How do I ask Flann to do something in AgencyZoom?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the AgencyZoom action that fits and asks if anything is missing.
Does connecting AgencyZoom cost extra?
No. AgencyZoom is included in every Flann plan, along with every other app Flann connects to.