You can automatically sync your AgencyZoom referral statuses with your RamseyTrusted Pro Portal using Zapier.
Before getting started, make sure you are logged in to your Zapier, AgencyZoom and Pro Portal accounts.
Steps to Set Up Your Integration
Step 1: Open the Zapier Template
- Open the AgencyZoom Integration Template.
- Select Try This Template to begin setting up your Zap.
Step 2: Connect Your AgencyZoom Account
- Select Sign In in the first step of your Zap.
- Visit your AgencyZoom Zapier Integration Settings to find your API Key and API Secret. You will need manager or admin permissions.
- Enter your credentials in Zapier and select Continue.
- Test your connection using a recent Ramsey referral status change. If no records appear, update a referral status in AgencyZoom and select Find New Records.
Step 3: Filter Your Ramsey Referrals
- Select Filter by Zapier.
- Set your filter so Lead Source Name contains the name you use for RamseyTrusted referrals, such as "Ramsey".
- Test your filter and select Continue.
Step 4: Connect Your Pro Portal
- Search for and select RamseyTrusted Pro Portal in Zapier.
- Choose Update Opportunity Status.
- Visit your Pro Portal Settings and select Generate API Credentials under Zapier.
- Copy your API Key and API Secret into Zapier.
Step 5: Configure Your Fields
Match your AgencyZoom fields to the following Pro Portal fields:
- Primary CRM Status: Status
- Secondary CRM Status: Workflow Stage Name
- Opportunity Email: Email
- Policy Amount: Total Policy Premium (optional)
Including your policy amount can help improve the quality of future referral matches.
Step 6: Test and Publish Your Zap
- Test your Zap to confirm it is working correctly.
- Name your Zap and select Publish.
- Update a referral status in AgencyZoom and verify the change appears in your Pro Portal.
Need Additional Help?
If you have questions or need assistance setting up your integration, please reach out to your coach or trusted.support@ramseysolutions.com