AgencyZoom Notion Integration
Sync AgencyZoom with Notion automatically - leads, customers, policies, and pipelines up to date, no coding needed
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The AgencyZoom Notion integration lets you pull live insurance agency data directly from your AgencyZoom account into Notion using Note API Connector. Whether you are building a producer performance dashboard, a leads and sales pipeline board, a customer and policy database, or a policy renewal tracker, this integration keeps your Notion databases in sync with AgencyZoom automatically.
With Note API Connector you can sync AgencyZoom with Notion on a fully automated schedule (hourly, daily, or at custom intervals) without writing a single line of code. Exchange your AgencyZoom login for a secure access token, choose a Notion database, map the lead, customer, and policy fields visually, and your AgencyZoom data flows into Notion on autopilot from that point forward.
How to connect AgencyZoom to Notion
Connect your Notion workspace
Click Connect to Notion, authorize Note API Connector, and select the pages and workspace where your AgencyZoom data should appear.
Get your AgencyZoom access token
AgencyZoom does not issue a separate API key. Instead, you exchange your AgencyZoom login email and password for a short-lived JWT access token. In Note API Connector, click Create Request, set the Method to POST, and paste https://api.agencyzoom.com/v1/api/auth/login as the URL. Open the Body tab, select JSON, and enter {"username": "[email protected]", "password": "your-password"} using the same email and password you use to log in to AgencyZoom (use the agency owner account for access to every module). Click Run, then copy the jwt value from the response.
Create your data request with the access token
Click Create Request and paste your AgencyZoom endpoint URL, for example https://api.agencyzoom.com/v1/api/leads/list. Set the Method to match the endpoint (most list endpoints use POST), and if it is POST, open the Body tab, select JSON, and enter {} to return the default page of results. Open the Authorization tab, select Bearer Token, and paste the jwt value you copied in the previous step. Give the request a name and click Run. In the Response Field Mapping screen, select which AgencyZoom fields to include and map each one to a Notion property.
Set your sync schedule and go live
Enable Auto Schedule and choose your refresh interval. Because the JWT access token expires after a period of time, keep an eye on your scheduled runs and repeat the token exchange in step 2 if a run starts failing with an authorization error, then update the Bearer Token on your saved request.
⏱ Hourly / Daily / Custom
What AgencyZoom data can you sync with Notion?
Use these AgencyZoom API
endpoints directly in Note API Connector. Each one can be mapped to a separate Notion database.
The Leads and Customers endpoints use POST with a JSON body since they support filtering,
sorting, and pagination. Set the Method
to POST and enter {} in the Body
tab to return the default page of results, or add AgencyZoom's filter fields to narrow them down.
All leads with contact info, status, assigned agent, and lead source. Build a live sales pipeline or leads inbox inside Notion. Requires a POST request with a JSON body, for example {}.
https://api.agencyzoom.com/v1/api/leads/list
Converted customers (policyholders) with contact details, location, and linked policies. Build a searchable customer database directly inside Notion. Requires a POST request with a JSON body, for example {}.
https://api.agencyzoom.com/v1/api/customers
Your agency's staff and producers with name, role, and contact info. Use it to label assigned agents on leads and customers inside Notion.
https://api.agencyzoom.com/v1/api/employees
The insurance carriers configured in your agency, with name and ID. Reference this list to label policies and quotes by carrier in Notion.
https://api.agencyzoom.com/v1/api/carriers
Every lead and service pipeline with its stages, in the order they appear in AgencyZoom. Mirror your sales funnel structure inside a Notion board.
https://api.agencyzoom.com/v1/api/pipelines-and-stages
See how it works
Why sync AgencyZoom with Notion?
Always up to date
Scheduled sync runs automatically. Your Notion database reflects live AgencyZoom data without any manual work.
No coding required
Point, click, and map fields. Connect AgencyZoom to Notion in minutes without any programming knowledge.
Custom schedule
Choose hourly, daily, or custom intervals. You control exactly when Notion pulls fresh data from AgencyZoom.
Conclusion
With Note API Connector, setting up a complete AgencyZoom Notion integration takes minutes, not days. Your leads, customers, and policy data sync automatically into Notion on your chosen schedule, with no code and no manual copy and paste.
Whether you are building a live producer performance dashboard, a policy renewal tracker, or a shared leads pipeline for your sales team, connecting AgencyZoom to Notion gives you the flexibility of Notion's interface with the accuracy of your agency management data.
Frequently Asked Questions
Yes. AgencyZoom provides a REST API that exposes leads, customers, policies, opportunities, tasks, and agency configuration data. Note API Connector connects to this API using a JWT bearer token to pull your AgencyZoom data into Notion on a scheduled basis.
In Note API Connector, connect your Notion workspace, then create a POST request to the AgencyZoom login endpoint with your AgencyZoom email and password in a JSON body to receive a JWT token. Copy that token, create a second request for the AgencyZoom data you want (such as leads or customers), and paste the token under the Authorization tab as a Bearer Token. Select your Notion database, map the fields, and run the import.
Yes. Enable Auto Schedule in Note API Connector and choose your refresh interval: hourly, daily, or custom. Because the JWT token expires after a period of time, you may need to repeat the login step occasionally and update the Bearer Token if a scheduled run starts failing.
AgencyZoom wraps list results inside a named field, for example leads or customers, alongside pagination details like totalCount and page. Use the Response Field Mapping screen, or the JMESPath editor for more control, to target that inner array when mapping fields to Notion.
Yes. AgencyZoom allows 30 API calls per minute during the day and 60 calls per minute between 10 PM and 4 AM Central Time. Note API Connector's scheduled syncs stay well within these limits for typical hourly or daily refreshes.
You can sync leads, customers, employees, carriers, and pipelines with their stages. Each AgencyZoom API endpoint can be mapped to a separate Notion database, so you can build a complete agency management overview inside Notion.
No. Note API Connector is a no-code tool. You paste your AgencyZoom API endpoint URL, add your Bearer token, select your Notion database, and map fields visually. No programming knowledge is needed.
Note API Connector only stores the JWT access token you paste into the Authorization tab, not your AgencyZoom password. Since generating that token requires your AgencyZoom login credentials, treat your password with the same care as any other login, and rotate it if you ever need to revoke access.
