Zapier is the magic wand of platform integration, connecting you to a world of thousands of apps. While many Raters and AMS systems stand alone, Zapier brings them together, and XILO is right in the mix with our own custom-built Zap. Streamline form submissions and enhance your CRM interactions, linking directly to popular systems like Agency Zoom and Better Agency.
To kick off your automation journey with Zapier and XILO, make sure you have a Zapier account set up. Your Customer Success Manager at XILO will then provide access to our exclusive Zap. Use it to create your own automated workflows, whether it’s triggering events based on form submissions or reshaping how you manage client statuses and agent assignments.
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