Integrating data from XILO Forms into Agency Zoom is a game-changer for agencies, smoothing out data entry into the CRM system. Plus, XILO enables pulling data from Agency Zoom to populate forms, creating a fully integrated system that converses effortlessly with your raters, AMS, and more.
Connecting to Agency Zoom through XILO is a secure and simple process. Input your AgencyZoom login credentials into our safeguarded locker. A XILO Customer Success Manager will then enable the integration, providing you the capability to push to or pull data from your D365 organization with efficiency.