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AgencyZoom

By Tendle

Add and update leads, customers and opportunities, log notes and tasks, and look up policies in AgencyZoom.

Build prompt

Build the connector at https://tendle.ai/connectors/agencyzoom.

If your agent says it couldn’t connect, try again. Sign-in sometimes takes a second try.

  1. 01Open your agent and start a new chat.
  2. 02Paste the prompt and send it. Your agent builds the connector.
  3. 03Sign in to AgencyZoom when your agent asks.