AgencyZoom SMS Integration

Yes - Mobile Message does integrate with AgencyZoom!

Insurance customers notice the difference when a policy update or service request receives a prompt response. AgencyZoom can send a New Policy Sold, Service Request Created or Lead Status Change event to Zapier, where Mobile Message can deliver an SMS. Mobile Message connects with AgencyZoom through Zapier, giving P&C insurance teams a practical way to put important milestones in front of customers quickly.

A policy-sold message can welcome a new customer, while a service request text can confirm that the request has been received. Lead Created can also start an acknowledgement for a prospective customer. If a customer replies, Mobile Message can create a note or task in AgencyZoom, giving staff something visible to act on. Each Zap is one-directional and based on one event and one action. It is not a native two-way integration or a continuous record sync. AgencyZoom remains the system for insurance work, while Mobile Message provides the SMS communication layer.
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Please view Zapier's pricing page for further information.

AgencyZoom SMS Integration

What you can automate

Connect AgencyZoom and Mobile Message through Zapier and these run on their own, with no code and no developer.

When Instant A new insurance policy is sold AgencyZoom · New Policy Sold
Then Text the customer a policy welcome Mobile Message · Send SMS
Use this Zap
When Instant An insurance service request is created AgencyZoom · Service Request Created
Then Text the customer a request confirmation Mobile Message · Send SMS
Use this Zap
When Instant An insurance lead is created AgencyZoom · Lead Created
Then Text the lead an immediate acknowledgement Mobile Message · Send SMS
Use this Zap
When A customer texts your Mobile Message number Mobile Message · Inbound SMS Received
Then Create a note in AgencyZoom AgencyZoom · Create a Note
Use this Zap
1.6 cents SMS Service
Bulk SMS at 1.6¢ per SMS

Exceptional SMS pricing starting at just 1.6¢ per message with your first purchase, offering great value without compromising on quality.

Direct Carrier SMS Delivery
100% Direct Delivery - Guaranteed

We don't route your messages offshore, like some bulk SMS providers. We deliver 100% of messages directly to Australian mobile carriers, for the fastest, most reliable delivery.

Free Dedicated SMS Number
FREE Dedicated Number

Get a dedicated vitrual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.

Everything AgencyZoom supports on Zapier

Any of these can start or complete an SMS automation with Mobile Message.

Triggers 6
  • Lead Created — Triggers when a new Lead is added.
  • Lead Stage Change — Triggers when the stage of a Lead changes.
  • Lead Status Change — Triggers when the status of a Lead changes.
  • New Policy Sold — Triggers when a new policy is sold.
  • Service Request Created — Triggers when a new Service Request is created.
  • Service Request Status Change — Triggers when the status of a Service Request changes.
Actions 7
  • Create a Note — Create a note for a lead or a customer.
  • Create Business Lead — Create a business lead in Agencyzoom.
  • Create Personal Lead — Create a personal lines lead in Agencyzoom.
  • Create Service Request — Create a service request in Agencyzoom.
  • Create Task — Create a task in Agencyzoom.
  • Update Lead — Update a lead in Agencyzoom.
  • Update Service Request — Update a service request in Agencyzoom.

Everything Your Integration Needs

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Easy-to-Use Integration

Our SMS platform is simple to integrate with your existing application.

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Custom Sender IDs

Personalise your messages with a branded sender name, improving trust and engagement with your audience.

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Real-Time Delivery Receipts

Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.

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Inbound SMS Handling

Receive replies and incoming messages directly into your app for seamless two-way communication.

AgencyZoom + SMS: common questions

Can AgencyZoom send a text when a policy is sold?

Yes. New Policy Sold can trigger Mobile Message Send SMS in Zapier. This can deliver a welcome or next-step message using the policy and customer information available from AgencyZoom.

Can an AgencyZoom service request automatically receive an SMS?

Yes. Service Request Created can trigger Send SMS. You can use it to acknowledge receipt, explain the next step or tell the customer when the team will follow up.

How do I set up AgencyZoom SMS notifications?

Build the workflow in Zapier by choosing an AgencyZoom trigger and a Mobile Message action, then test the mapped fields. You need AgencyZoom, Mobile Message and Zapier accounts. No code is required for this setup.

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