Quote home and auto in Quotamation, then send new clients to AgencyZoom as leads so your pipeline stays in the CRM your team already uses.
Why agencies use this integration
Leads without retyping
Client details from a completed quote can be sent to AgencyZoom as a lead, with a direct link to that lead in Quotamation.
Two systems, one workflow
Keep prospecting and follow-up in AgencyZoom; keep comparative quoting in Quotamation.
Configurable for your agency
Map workflows, lead sources, and assignment when you connect AgencyZoom in Quotamation settings.
How it works
Intake & quote
Capture client information and quote in Quotamation.
Send to AgencyZoom
After a successful quote, send the client to AgencyZoom to create a lead, either manually from the client record or automatically if your agency enables it.
Work the lead in AgencyZoom
Manage follow-up, pipeline, and team workflows in AgencyZoom; return to Quotamation whenever you need to quote again.