Integrating AgencyZoom with SalesScreen through Zapier

Marius Ekerholt
20 steps
2 minutes

Zapier

Click Create new Zap in Zapier

Select SalesScreen as an Action

Click "Choose an event"

Select "Create Activity"

Select an existing account or connect a new account.\ Follow [this guide](https://help.salesscreen.wiki/en/articles/21758-how-do-i-integrate-using-zapier) if you are unsure of how to connect a new account

Configure the "External Record ID" field

Select what represents the unique record id. In this example its the Policy ID

Select the field that represent the user that sold the policy. If the email of the user is not available you have to find the ID of the user. Important: If an ID is used instead of an email you have to map the user in SalesScreen. You can find information on how to do that on [this link](https://help.salesscreen.wiki/en/articles/510350-how-do-i-map-salesscreen-users-to-external-users)

In this example the "Producer ID" is the correct field to select

Select the Activity Type. This list is populated based on the types available in SalesScreen.

The activity can be a static value or a dynamic value.

Select "Custom" values allow you to enter a value that is not available in the list of static options.

In this example we want to track the different types of policy types

Find the field that you want to use as the customer name

Select "Business Name"

Set quantity to 1, because one policy i sold

For the Amount we want tro track the Premium in this example

Select Zapier as the app. This has to match the system that you have selected in SalesScreen when adding the mapping of the user

Final example

That's it, you can now test your integration.