---
title: "AgencyZoom integration | Growf"
description: "AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer… Connect AgencyZoom to Growf."
url: "https://www.growf.io/integrations/agencyzoom/"
language: "en"
---

Integration / Analytics & Data

![AgencyZoom logo](https://logos.composio.dev/api/agencyzoom)

# AgencyZoom integration

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

[Get a demo](https://www.growf.io/demo/)

About AgencyZoom

## AgencyZoom is a sales and performance platform built for P&C insurance agencies. It helps agents boost sales, retain clients, and analyze producer results in one place.

[All integrations](https://www.growf.io/integrations/)

Category

Analytics & Data, CRM

Connection

API key

Type

Tool

Actions

26

Tags

library

Example prompts

## What you can ask Growf to do with AgencyZoom

- “Add a note to a specific customer profile”

- “Batch create five new insurance leads”

- “Change the status of a lead to won”

- “Mark today's follow-up tasks as completed”

Available actions

## 26 actions your agents can run in AgencyZoom

- Authenticate for JWT via V4 SSO  
Completes AgencyZoom V4 Single Sign-On (SSO) authentication by exchanging an OAuth2 authorization code for a JWT token. Prerequisites: First call get\_auth\_url\_for\_v4sso to obtain the authentication URL, then redirect the user to that URL for login. After successful authentication through Vertafore'…
- Batch create contacts  
Creates 1 to 5 new contacts in AgencyZoom in a single batch API call.
- Batch create leads  
Creates up to 5 new leads in AgencyZoom; all referenced entity IDs (e.g., pipeline, user, custom field names) must exist, and organization \`name\` is required if \`isBusiness\` is true.
- Batch delete tasks  
Deletes multiple AgencyZoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.
- Change lead status  
Updates a lead's lifecycle status (e.g., Active, Won, Lost, X-Dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.
- Mark task as completed  
Marks an existing and accessible task in AgencyZoom as 'completed'; this action does not return the full updated task object.
- Create a customer note  
Adds a new note to an existing customer's profile using their ID; cannot be used to edit or retrieve existing notes.
- Create a driver for an opportunity  
Creates a new driver record associated with an existing AgencyZoom opportunity using its ID; requires firstName and lastName, with optional fields for additional driver details.
- Create a lead note  
Adds a new note to an existing lead in AgencyZoom, identified by \`leadId\`.
- Create a lead opportunity  
Adds a new sales opportunity to an existing lead in AgencyZoom, requiring a valid \`leadId\`, \`carrierId\`, \`productLineId\`, and that custom field names match existing definitions in AgencyZoom.
- Create a lead quote  
Creates a new insurance quote for an existing lead in AgencyZoom, using valid carrier and product line IDs, to track a proposal; this action does not bind policies or process payments.
- Create an opportunity  
Creates a new lead opportunity in AgencyZoom; this action cannot update existing opportunities.

Show all 99 actions

## Put AgencyZoom to work inside Growf.

Connect it once and every workspace, agent and workflow can use it — securely, with your team in the loop.

[Get a demo](https://www.growf.io/demo/)