Refound your company for the AI era at ZapConnect 2026. Save your spot →

AgencyZoom + Ask Fetch

AgencyZoom + Ask Fetch integrations

Create home quotes in Ask Fetch from new AgencyZoom leads

Simplify your insurance sales workflow with this AgencyZoom-Ask Fetch integration. As soon as a new lead is created in AgencyZoom, their information is automatically used to generate a home quote in Ask Fetch. This automated process eliminates manual data entry, saves valuable time, and helps ensure no sales opportunity slips through the cracks.

When this happens...
Lead CreatedTriggers when a new Lead is added.
TriggerInstant
automatically do this!
Create Home QuoteRuns carrier quotes asynchronously. Poll results via Quote Status.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with AgencyZoom and Ask Fetch

Discover other triggers and actions you can use with AgencyZoom and Ask Fetch

Lead Created
Triggers when a new Lead is added.
Trigger
Instant
Try It
Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
Try It
Service Request Created
Triggers when a new Service Request is created.
Trigger
Instant
Try It
- Title
  Required
- Lead contact email
  Required
- Activity note
  Required
Action
Write
- Name
  Required
Action
Write

- Customer Name
  Required
- Customer Email Address
  Required
- Policy Number
- Summery
  Required
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- Customer Service Representative
- CSR Assignment Group
- Due after days
  Required
- Tag
- Description
  Required
Action
Write
- Title
  Required
- Assigned To
  Required
- Contact (lead or customer) email
  Required
- Type
  Required
- Comments
- Task Date (and time)
  Required
Action
Write

- Customer Name
- Pipeline
- Stage
- Created Date Start
- Created Date End
Action
Search
- Quote ID
  Required
Action
Search

Lead Stage Change
Triggers when the stage of a Lead changes.
Trigger
Instant
Try It
New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
Try It
Service Request Status Change
Triggers when the status of a Service Request changes.
Trigger
Instant
Try It
- Business Name
  Required
- Contact Name
Action
Write
- Lead
  Required
Action
Write
- Service Request
  Required
- Summary
  Required
- Description
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- csr
  Required
- Due Date
- Other Producers
- Tags
Action
Write
- Field to Search By
  Required
- Create Agencyzoom lead if it doesn't exist yet?
  Required
Action
Search
- First Name
  Required
- Last Name
  Required
- Insured Email
  Required
- Insured Date of Birth
  Required
- Insured Phone Number
  Required
- Phone Type
- Ownership
- Effective Date
  Required
- Occupancy
  Required
- Dwelling_a
  Required
- Roof Year
  Required
- Roof Option
- Roof Shape
- Square Feet
  Required
- Year Built
  Required
- Protection Class
- Construction Type Options
- Dwelling Type
  Required
- Usage
- House Number
  Required
- Street
  Required
- City
  Required
- County
  Required
- State
  Required
- Zip Code
  Required
Action
Write
- Rate ID
  Required
Action
Search

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Ask Fetch

Ask Fetch is an AI quoting platform that helps you generate and manage quotes across personal lines business.

HelpHelp

Related categories

Sales & CRM