More Mapping Configurations for AgencyZoom
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Ben Klesinger
I'd like to be able to map additional fields I add to a form within the direct AgencyZoom integration. Currently, you can only map the name, email, phone number, address, business name, and notes within this integration.
Currently, I ask additional questions such as gender, date of birth, and type of insurance which cannot be mapped within this integration. Having an option to map additional fields you include on the form would better streamline my processes.
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Ike Faust
We use InsuredMine and have the same problems. I asked AR if they could do what you are asking and it was a "No". Seems like a pretty simple fix...