What’s New in the Canopy Connect + AgencyZoom Integration — and What to Automate Next
In a live walkthrough of the latest Canopy Connect updates for AgencyZoom, Alicia from Canopy Connect’s customer support team and Mariah Gates of Accelerated Automation showed how the release gets clean, complete data into your pipeline. They targeted the two issues attendees flagged most in our poll: missing documents and duplicate leads.
Below, you’ll find a recap of what’s new along with automation ideas and answers to the top questions from the session.
What’s new in the integration
Every update below lives on the AgencyZoom setup page under Integrations in Canopy Connect. An admin sets up the team default once; individual links can then override it.
Easier setup with direct links
Every field on the setup form now links straight to the AgencyZoom page where you’ll find the value to enter. Entries are case-sensitive and must match AgencyZoom exactly, so watch for capitalization and trailing spaces.
Two common gotchas:
- Lead source vs. lead category. The header of a tile in AgencyZoom is the lead category. Enter the lead source shown inside the tile (for example, “Canopy Connect”).
- Login errors. If you see “invalid username or password” and your credentials are correct, check whether the Vertafore SSO box matches how you actually sign in.
Commercial lead support
Commercial policy types now have their own fields, plus a separate commercial pipeline and stage. Commercial leads arrive in AgencyZoom with dec pages, ID cards, vehicles, and drivers, just like personal lines. Fill in every commercial policy type field so leads assign correctly.
Merge settings that stop duplicates
Merge Settings and how they work: Turn on Update existing lead by email and/or by phone, and a resubmission updates the existing lead instead of creating a new one. If both are on, email takes priority. Keep existing lead data preserves what’s already in AgencyZoom whenever the incoming data conflicts with it.
One step not to skip: add a custom field named Canopy Policy ID under Lead Opportunities in AgencyZoom’s Custom Fields Manager. It prevents duplicate opportunities when a lead is resubmitted, so a re-quoted customer shows one clean list of opportunities.
New preservation settings
New Preservation Settings: Previously, when an updated lead merged, it jumped back to the first stage of your pipeline. Now you can preserve the pipeline and stage and the lead source already set in AgencyZoom, so a lead in “Contacted” stays in “Contacted.” Both settings came directly from agent feedback.
Automatic document uploads
Turn on Upload policy documents, and dec pages and ID cards from each Canopy Connect submission land in the lead’s Files in AgencyZoom. Your team no longer needs to download documents from email and re-upload them.
What to automate once leads land in AgencyZoom
Canopy Connect gets complete data into AgencyZoom fast. Mariah’s advice: match that speed with your follow-up. “In most agencies, nothing really happens in the first five minutes,” she said, and that’s where deals are won or lost. These workflows can be built in an afternoon.
Win the first five minutes
When a Canopy Connect submission lands, have AgencyZoom automatically:
- Text the prospect to confirm you received their information. Texts have a high read rate, but make sure your outreach is TCPA compliant first.
- Assign your rep a task to reach out within 15 minutes. If the lead sits untouched for an hour, escalate or reassign it.
- Email the prospect with who is working on their quote and when to expect it, whether that’s within the hour or by end of day.
Follow up consistently
One email is easy to miss. Build a drip cadence that combines calls, texts, and emails: contact on day 1, day 2, and day 4 or 7. Some agencies reach out daily for the first five days. Most agents stop after one attempt, so consistency alone sets you apart.
Recycle unsold leads with Smart Cycle
Don’t move unsold leads to “dead” unless they’ve opted out. Use AgencyZoom’s Smart Cycle to bring them back 45 days before renewal, with an automated email, text, and call task.
Because the dec page is already saved in the lead, the call is easy: “Last time we quoted you, you were with State Farm at $150 a month. Did your rate change?” You won’t need to ask for their information again.
Tip: create a separate stage or tag for each recycle attempt so you can see which attempt converts best. If automations don’t re-trigger when a lead returns to the same stage, AgencyZoom now has a system setting for that.
Adjust the playbook for commercial
Commercial sales run longer and rely on trust, with application and underwriting stages that personal lines don’t have.
- Set realistic timelines. If underwriting takes two to three weeks, don’t promise a quote in 24 hours.
- Check in every two to three days during underwriting so prospects don’t assume you’ve gone quiet.
- Document every quote in AgencyZoom’s Quotes section. It makes requoting easier and shows which carriers and policy types you’re binding.
Test before you roll out
The most common mistakes are moving too fast and not training staff. Pilot new workflows with a small group, build them one at a time, check what’s actually firing, and then roll them out to the whole team.
What it looks like in practice
Mariah shared a Florida agency with about 25 employees and six lead channels. They used to ask clients to email their dec pages. After adding Canopy Connect and a streamlined AgencyZoom workflow, leads now drop in from a single link and are distributed to the inside sales team automatically. With the native integration, Mariah estimates a setup like that now takes about half the work it used to.
What’s coming next
The preservation settings in this release came straight from agent feedback, and the webinar surfaced more. Our engineering team has prioritized two new requests:
- Lead owner and lead representative preservation. Keep the existing assignees when a lead is updated, instead of reassigning them based on the integration setup.
- Lead department and lead group settings for agencies with AMS360 connected to AgencyZoom.
We’ve also shared your other requests with our product team, including assignment groups, tagging or moving leads to a new stage after submission, loss runs beyond the current period, and mapping fields like experience mods to AgencyZoom custom fields.
Have an idea that would make the integration work better for your agency? Tell us in the in-app chat. Your feedback shapes what we build.
Frequently asked questions
Agents asked dozens of questions during the webinar. Here are the answers to the most common ones.
Setup and assignment
Does every agent in our office need to set up the integration? No. An admin sets up the team default once. To route a specific agent’s link to them, choose Currently editing, select their link, uncheck Use team default, and enter their lead owner and lead representative.
Can commercial leads go to a different producer? Yes. Set up a dedicated commercial link with its own assignment. Assigning to AgencyZoom assignment groups isn’t available yet, but we’ve shared the request.
Why do I get an error when assigning a lead representative? In AgencyZoom, open that user’s profile and check the customer service box.
Our agency has two separate AgencyZoom accounts. Can Canopy Connect send to both? Yes. Setup works per link, so each link can point to a different AgencyZoom login.
Can submissions flow into AgencyZoom automatically? Yes. Check Automatically send prospects to AgencyZoom. If it’s unchecked, you can send a lead manually from its submission details page.
Merging and duplicates
If a client fills out the link more than once, will the submissions merge? Yes. As long as the email or phone number you’ve chosen to match on is the same, the new submission merges into the existing lead.
Can Canopy Connect find an existing lead by name? Not currently. Matching uses email and/or phone. If both are selected, email takes priority.
Can multiple submissions from the same customer merge inside Canopy Connect? Yes, with the new merge settings. Chat with our support team and we’ll walk you through it.
Are duplicates ever a good thing? Sometimes. Multi-line agencies often create separate leads for personal, commercial, or life so each can go to a different producer. If that’s you, review your merge settings carefully before turning them on.
What data comes through
Does sending a lead create opportunities in AgencyZoom? Yes, along with dec pages, ID cards, vehicles, drivers, and contact details.
For commercial auto, do vehicles, drivers, and dec pages come through? Yes. Vehicles, drivers, dec pages, and ID cards come through, just like personal lines.
How far back does document history go? Up to seven years, depending on what the carrier retains. If you only see one year, document history may need to be enabled. Reach out to support for help.
Does Canopy Connect pull loss runs for three to five years? We currently pull loss runs for the current period. The request for longer history has been shared with our product team.
Can experience mods come through? AgencyZoom has no built-in field for experience mods, so they would need a custom field. We’ve shared the request.
Other tools
Does Canopy Connect work with HubSpot? There’s no direct integration, but you can connect Canopy Connect to HubSpot through Zapier.
We use Applied Epic or EZLynx. Do we need AgencyZoom too? They do different jobs. Epic and EZLynx are agency management systems (AMS), while AgencyZoom is a CRM built for sales. In EZLynx, Sales Center is the closest equivalent to AgencyZoom.
How do I add carrier quotes to AgencyZoom? Download the quote from the carrier, then drag and drop it into the lead’s Quotes section.
Get started
If you already use AgencyZoom, go to Integrations in Canopy Connect and open the AgencyZoom setup. Turn on merge settings, add the Canopy Policy ID custom field, and choose your preservation settings. Then build your first-five-minutes automation in AgencyZoom.
Need a hand? Chat with us in the app or email support@usecanopy.com, and we’ll help you set up or optimize your integration. For help building AgencyZoom automations, reach out to Mariah Gates at Accelerated Automation.