Let's get you started with Cabinpanda and AgencyZoom integration. You will be able to send your submission data from CabinPanda to AgencyZoom.
AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
Zapier account (It's Free)
We will walk you through the steps of integrating with CabinPanda.
Sign up and create your CabinPanda account. It’s very easy. Once you have created your account, you are ready to integrate with pretty much anything.
Here, you can see all the app categories that CabinPanda can integrate with. If you want, you can search for the specific app that you are looking to integrate with, or browse through the featured apps.
Select the AgencyZoom app and click connect for integration. This will enable integration through Zapier.
Triggers when receive subscription
Triggers when a new Lead is added.
Triggers when a new policy is sold.
Triggers when the status of a Lead changes.
3 Zapier actions