AgencyZoom Integration

Set Up and Use the Integration

To set up this integration, you will need to be on a Canopy Connect plan that includes integration access, as well as an active Applied Epic account. Here's how to set it up:

Integration Setup (Administrators)

1. If you do not already have Epic Leads Inbox configured, contact Applied customer support team. Initiate a chat from within the Applied Epic platform or email support@appliedsystems.com. Once set up, they will provide you an Applied Epic Tenant Id.
2. From the Canopy Connect platform, click Integrations.
3. Find the Applied integration tile and click the + icon to add the integration.
4. Enter your Applied Epic Tenant ID.
5. If you would like to Automatically send prospects into Applied Epic, check the box.
6. Finish by clicking the Setup Integration button.

How to Send Canopy Connect data Epic Leads Inbox

1. From the Canopy Connect submissions tab↗, click on the submission you'd like to use. If you have configured your integration to automatically send prospects into Applied Epic, you can skip to step 4.
2. Review the policy information.
3. From the Applied module under Integrations, select if you'd like to send the auto or home policy, and click the Send to Applied button.
   
4. Go to your Applied Epic Leads Inbox.
5. Select the lead record, and click the Import Leads button.
6. Epic Leads Inbox will check for potential duplicates. From this window you can either use an existing account or create a new account record.
7. Follow the prompts to confirm import fields.
8. Click on Quotes in the sidebar and begin your quoting process as you normally would. You'll see that the quote details are prefilled.