Connect Sales Play and AgencyZoom to Build Intelligent Automations

Choose a Trigger

Sales Play

When this happens...

Choose an Action

AgencyZoom

Automatically do this!

Enable Integrations or automations with these events of Sales Play and AgencyZoom

Enable Integrations or automations with these events of Sales Play and AgencyZoom

Actions

Find Categories

Find Categories

Find the list of categories from SalesPlay POS.

Create or update a category

Create or update a category

create or update a category from SalesPlay POS.

Find Products

Find Products

Find products available in SalesPlay POS.

Create or update a SingleProduct

Create or update a SingleProduct

Create or update a SingleProduct in sales play.

Request a new Action for Sales Play

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Frequently Asked Questions

How do I start an integration between Sales Play and AgencyZoom?

To start, connect both your Sales Play and AgencyZoom accounts to viaSocket. Once connected, you can set up a workflow where an event in Sales Play triggers actions in AgencyZoom (or vice versa).

Can we customize how data from Sales Play is recorded in AgencyZoom?

Absolutely. You can customize how Sales Play data is recorded in AgencyZoom. This includes choosing which data fields go into which fields of AgencyZoom, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Sales Play and AgencyZoom?

The data sync between Sales Play and AgencyZoom typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Sales Play to AgencyZoom?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Sales Play and AgencyZoom?

Yes, you can set conditional logic to control the flow of data between Sales Play and AgencyZoom. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Sales Play

About Sales Play

SalesPlay is a comprehensive cloud-based point of sale (POS) system designed to streamline sales processes, manage inventory, and enhance customer experiences. Ideal for businesses of all sizes, SalesPlay offers robust features including real-time sales tracking, detailed reporting, and seamless integration with various payment gateways.

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AgencyZoom

About AgencyZoom

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

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