EasyPractice + AgencyZoom Integration

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EasyPractice + AgencyZoom Integration

Create AgencyZoom contact for new EasyPractice order

If you're using EasyPractice to manage your events, you'll want to make sure that your AgencyZoom contact are updated with the latest information. When a order is added to an event in EasyPractice, a new contact will be created in AgencyZoom automatically. This makes it easy to keep track of your sales pipeline and track event success.
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EasyPractice + AgencyZoom Integration

Create AgencyZoom task for new EasyPractice event

Creating a task in AgencyZoom for every event created in EasyPractice can be very beneficial.

One reason is that doing so can ensure greater accuracy when tracking event details and assignments. Since EasyPractice is often used to manage large or multi-day events, having AgencyZoom record all of the relevant information can be helpful in keeping track of what has been completed and what still needs to be done.

Additionally, having all task info in one place can make it easier for Event Planners to track progress and collaboratively communicate with other team members.
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EasyPractice + AgencyZoom Integration
1.
  • EasyPractice
    New appointment in EasyPractice
  • EasyPractice
    New invoice in EasyPractice
  • EasyPractice
    Client deactivated in EasyPractice
  • EasyPractice
    New client in EasyPractice
2.
  • AgencyZoom
    Adding customer note in AgencyZoom
  • AgencyZoom
    Adding lead note in AgencyZoom
  • AgencyZoom
    Create a task in AgencyZoom
  • AgencyZoom
    Create a personal lead in AgencyZoom
  • AgencyZoom
    Search Lead in AgencyZoom
  • AgencyZoom
    Update personal lead in AgencyZoom
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