Canopy Connect + AgencyZoom Integration: What’s New and What to Automate
Originally aired on
November 5, 2026
Presenters and Guests
Alicia Myers
Lead Customer Support Representative
Canopy Connect
Carrie Thornbrugh
Customer & Partner Marketing Manager
Canopy Connect
Mariah Gates
Founder
Accelerated Automation
Your AgencyZoom pipeline is only as good as the data going into it. Canopy Connect’s latest integration updates make sure that data arrives complete, accurate, and in the right place. We'll review what's new and what to automate.
Features we’ll cover:
- Commercial lead support for business leads and commercial policy opportunities
- Lead merging to update existing leads instead of duplicating them
- Automatic document uploads for dec pages and ID cards
- And more, including lead-source, configurable pipelines, and stage preservation