AgencyBloc + Zapier
About AgencyBloc
About Zapier
What we can pull into Levitate from AgencyBloc
Right now, we're able to bring in basic contact information from AgencyBloc to Levitate.
- Name
- Email Address
- Phone Number(s)
- Address Information (Street Address, City, State/Province, Zip/Postal Code, Country)
- Tags (listed below)
The tags you can add are 'AgencyBloc,' 'Status: Status Field,' and 'Type: Type Field.' Status will be something like active, type will be something like client. Adding 'AgencyBloc' as a tag will let us know that the contact has been added from or updated through Zapier.
Currently, we are unable to pull in Key Fact level data (like Birth Date and Policy Renewal info) through Zapier and recommend that you import such information through Spreadsheet Import.
Getting set up
To get set up with AgencyBloc + Zapier, you'll need to be an owner on the AgencyBloc account to access integration settings— once you get to those settings you will need to check and see if Zapier is available as an integration. If you do not see Zapier available you will need to reach out to AgencyBloc to enable it.
Once you've confirmed that you have Zapier enabled on your account, you can follow this link to access our AgencyBloc template— the template saves some time by eliminating the need to manually enter each field that we can pull in and update in Levitate. It will also add the three tags listed above, by default.
First, you'll need to follow a few steps to access your API code from AgencyBloc. You'll go to your AgencyBloc dashboard, go to Settings, Choose Integrations, and you'll see Zapier on the list. From there, you will access the API code, copy it, and enter it in the Zapier pop-up.
When setting up AgencyBloc - Zapier - Levitate, you'll need to use the template twice to be able to add in new contacts and update existing clients. AgencyBloc does not have a single 'trigger' for both actions, but you're able to set up two Zaps. You're able to create a Zap that will add in new contacts from AgencyBloc to Zapier, and a Zap that will update existing contacts in Levitate through Zapier.
When setting up these Zaps, we highly recommend that you accurately title them to reflect that one is for Adding Contacts and one is for Updating Contacts.
Once you've either utilized the template linked above or manually entered the fields that you'd like to pull into Levitate, you'll be prompted to enter an API Key from Levitate. You can access it through the drop-down menu under your name on the Levitate Dashboard > Integrations > Manage Keys > Generate Key. Once your API key is generated, you'll copy and paste it in to the pop-up from Zapier.
Read more about this process here.
From there, you will need to run a 'test step,' take a look at the information that is being pulled, and then proceed to publish the Zap. You can turn the Zap on and off at any time, using the toggle switch in the upper right corner of the Zap's page.
I need more help!
You're welcome to get it set up yourself, using our API Key, or you can request assistance in getting set up with your Success Specialist who will set you up with a Zapier Implementation meeting.