CRM
Connect Agencyzoom to Sortment
Connect Agencyzoom to Sortment so its AI agents can keep contacts, deals and lifecycle stages in sync with your campaigns and journeys.
- Actions
- 99
- Triggers
- —
- Authentication
- API Key, Basic with JWT
- Category
- CRM
What Sortment's agents can do in Agencyzoom
99 actions. The ones lifecycle programs use most are shown first.
- Create a customer note
- Create a lead note
- Create a lead opportunity
- Create a lead quote
- Create business lead
- Create lead
- Search customers
- Search email threads
- Search leads
- Search leads count
- Search life and health leads
- Search SMS threads
- Search and list tasks
- Update email thread read status
- Update a lead opportunity
- Update lead quote data
- Update business lead
- Update customer info using id
- Update lead
- Update lead status by id
- Update my profile
- Add tags to a policy
- Create a driver for an opportunity
- Create an opportunity
- Create a vehicle for an opportunity
- Create task post endpoint
- Search business classifications
- Update a driver's details
- Update an opportunity
- Update policy by id
- Update a vehicle's details
- Update task
- Get a list of assign groups
- Get a list of carriers
- Get a list of CSRs
- Get a list of custom fields
Show all 99 actionsShow fewer actions
- Get a list of drivers for an opportunity
- Get a list of employees
- Get lead source categories
- Get lead sources
- Get a list of life professionals
- Get a list of locations
- Get a list of pipelines
- Get a list of producers
- Get product lines and policy types
- Get a list of recycle events
- Get AMS policies for a customer
- Get lead files
- Retrieve notes for specific lead
- Get lead quotes
- Get lead tasks
- Get list of end stages
- Get policies for a customer
- Get the customer details
- Get the customer tasks
- Get the lead details
- Get the opportunities for a lead
- List Product Categories
- Move lead to sold
- List service tickets
- Get SMS thread messages
- Mark task as completed
- Get loss reasons
- Retrieve vehicles for opportunity
- Get auth URL for V4 SSO
- Get departments groups
- Get the driver details
- Get the opportunity details
- Get the task details
- Get the vehicle details
- Get thread details
- Mark thread as unread
- Batch create contacts
- Batch create leads
- Change lead status
- Log the user in
- Log the user out
- Rename lead file
- Log user in via SSO
- Authenticate for JWT via V4 SSO
- Batch delete tasks
- Link a driver to opportunity
- Link vehicle to opportunity
- Reopen a task
- Delete a customer
- Delete customer file
- Delete a customer policy
- Delete file from lead
- Delete a lead opportunity
- Delete a lead quote
- Delete thread message
- Delete email thread
- Delete an opportunity driver by ID
- Delete an opportunity
- Delete a task
- Delete a vehicle
- Remove text thread
- Unlink driver from opportunity
- Unlink vehicle from opportunity
How it works
- 1
Connect
Connect it in Settings › Connectors. Most tools take one click to authorise.
- 2
Put agents to work
Strategy, Content and Analyst AI can read from it and act in it as part of your lifecycle programs.
- 3
Approve and measure
You review every change before it goes live, and Sortment measures the lift.
Related integrations
All integrations
See Sortment work with Agencyzoom.
Book a 30-minute call. We'll walk you through Sortment with your goals, your data and your stack in mind.
No migration · Works alongside your existing stack