AgencyZoom + Sertifier Integration

Integrately lets you integrate AgencyZoom and Sertifier instantly - without any learning curve.

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Create Your Own AgencyZoom & Sertifier Integration Without Any Code

Create Custom Workflow

Email template is created in Sertifier
Detail is created in Sertifier
Certificate design is created in Sertifier
Delivery is created in Sertifier
Custom attributes is created in Sertifier
Badge design is created in Sertifier

Add customer note in AgencyZoom
Add lead note in AgencyZoom
Create a task in AgencyZoom
Create a personal lead in AgencyZoom
Search Lead in AgencyZoom
Update personal lead in AgencyZoom
Add recipient to a Delivery in Sertifier
Create detail & delivery dynamically in Sertifier
Create detail in Sertifier
Create delivery in Sertifier

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2,000 Tasks

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Integrate AgencyZoom & Sertifier In 1 Click
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You Can Also Connect AgencyZoom or Sertifier With 1200+ Other Apps

AgencyZoom is a comprehensive insurance agency management system. With its user-friendly interface and advanced features, it empowers insurance agents to optimize workflow, increase sales, automate tasks, and gain valuable insights.

See AgencyZoom Integrations

Sertifier is a platform that allows users to design, send and store smart certificates using blockchain. Users can also use it as a place to display their certificates.

See Sertifier Integrations