AgencyZoom

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Integration Capabilities

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Connect AgencyZoom to Cara

1

Provision credentials for Cara

Enter the AgencyZoom username and password for the account you want Cara to use to read and write data to AgencyZoom.

2

Enter your credentials in Cara

Navigate to the Integrations tab in Cara and click on the “Connect” button on the “AgencyZoom” tile. Enter your username and password here and click Connect.

3

Choose your sync settings

Cara will now automatically read customer accounts, policies, notes, and tasks from AgencyZoom. You can also allow Cara to create tasks and accounts in AgencyZoom by enabling the appropriate toggles.

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Tips

• Keep your AgencyZoom customer and policy data accurate to ensure smooth syncing with Cara.
• Be mindful that there is a 30 request per minute rate limit enforced on the Agency Zoom API — larger syncs may take longer to complete.
• Use Copilot when you want to manually control or validate what gets created in AgencyZoom.