Agency Zoom

A smarter lead manager/CRM

Overview

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.

How it works

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.

Learn more about how we integrate into your systems
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