Delegmate
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AgencyZoom

Delegmate for AgencyZoom

An AI teammate that works in AgencyZoom

An AI teammate with its own Google Workspace account. Connect AgencyZoom and it works there as part of the job, alongside its email, calendar and docs, within the rules you set.

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About AgencyZoom

AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.

What it does in AgencyZoom

  • Keeps AgencyZoom records current after every email, call and meeting
  • Adds new leads and contacts with the context from the conversation
  • Moves deals forward and logs every activity
  • Prepares a brief on an account before you talk to them

How it works

  1. 1

    Add a teammate

    It gets its own account in your Google Workspace, with its own email, calendar and Drive.

  2. 2

    Connect AgencyZoom

    From its Apps tab with your API key, with the AgencyZoom account your team chooses. Or just ask it, and it sends you the link.

  3. 3

    Hand it the work

    Email it, message it in Chat or Slack, or mention it in a doc. It asks before anything that matters.

Works with it ingmailcalendarmeetdocssheetsdrive

Built for

SalesSaaS and techAgencies

Questions

How does it connect to AgencyZoom?

With a AgencyZoom API key, pasted once on the teammate's Apps tab, or just ask it and it sends you the link. It connects with the AgencyZoom account your team chooses, and each teammate has its own connections, so you decide exactly what each one can reach.

What does it do in AgencyZoom without asking?

The everyday work it is there for: reading, updating and keeping things current. It asks first before contacting someone new, spending money, or anything that can't be undone, and every step is in its activity log.

Does it need its own AgencyZoom seat?

No. It works through the connection your team sets up, so there is no extra AgencyZoom seat to buy for it.

Is Delegmate made by AgencyZoom?

No. Delegmate is independent and is not affiliated with or endorsed by AgencyZoom. AgencyZoom is a trademark of its owner.

More CRM and sales apps

All integrations
HubSpotKeeps HubSpot current after every email, call and meetingSalesforceUpdates Salesforce so your reps don't have toPipedriveMoves Pipedrive deals forward and keeps every activity loggedZoho CRMKeeps Zoho CRM records true to what was actually saidApolloFinds the right people in Apollo and writes the first emailAttioKeeps Attio records rich and your lists up to date

Add your first teammate today

Sign in with your Google Workspace admin account. It takes a couple of minutes.

Get startedSee pricing

AgencyZoom is a trademark of its owner. Delegmate is not affiliated with or endorsed by AgencyZoom.