AgentMethods (Marketing)

Note: The AgentMethods integration supports Individual Records only. It does not include Sales Records in the data sync when a lead form is submitted. It also can't create Activities for Sales Records.

Overview

AgentMethods is a website marketing platform for independent insurance agents. This integration creates Individual Records and Activities in AMS+ for leads in AgentMethods.

Setting up the integration

To set up the integration, you need:

An API SID and API key from AMS+
An account with AgentMethods

You can submit a request for your API SID and API key to help@agencybloc.com. Even if you already have this information from a previous integration, we highly recommend using a unique set of credentials for each integration you are leveraging.

Note: API keys grant full access to your AMS+ account, so protect them the same way you protect your AMS+ account password.

With your API SID and API key on hand, go into your AgentMethods account to finish setup.

Screenshot showing the API SID and Key in the AgentMethods integration

Sending data to AMS+

Individual Records

Once activated, you can use this integration to send new AgentMethod leads to AMS+ and AMS+ contacts to AgentMethods.

AgentMethods To AMS+:

First Name
Last Name
Email Address
Phone Number*
Lead Source**
Other Lead Source***

AMS+ To AgentMethods:

First Name
Last Name
Email Address
Phone Number
Type
Status
Policy Coverage Type

*Home phone is the primary number. If there is no home phone, then the cell phone number is used. If neither home or cell phone are available, the business phone number is used.

**By default, the Lead Source will be “agentmethods”.

***By default, the Other Lead Source will be a URL to the lead form page.

Activities

The integration can create Activities for Individual Records in AMS+:

When a new lead comes into AgentMethods. The Activity will have a subject line of "AgentMethods - New Lead" and a status of “Not Started”.
When a tracked customer visits the AgentMethods website. The Activity will have a subject line of "AgentMethods - Website Visit" and a status of “Complete”.
When there is email activity with a contact in AgentMethods. The Activity will have a subject line of "AgentMethods - Email #{event}" and a status of “Complete”. The event options of delivered, opened, clicked will be included in the Activity notes.

If you want the integration to create Activities for new AgentMethod leads, you will need to supply the integration with an AMS+ User ID. The integration will assign Activities to the User ID for follow-up. To get a User ID, you either need to be an administrator in AMS+ or have one help you.

If you’re an administrator with the “Manage Users” permission, here’s how you can find the User ID:

Go to Settings.
Go to Users
Select the AMS+ User you want the AgentMethods integration to assign Activities to.
In the user details, look at the URL in your browser's address bar and write down the number at the end of the URL or copy it.: This number is the User ID.
Log in to the AgentMethods app and add the User ID to the "Assign follow-ups to an AMS+ UserID" integration setting for AMS+.

Setting up an Automated Workflow for AgentMethods leads

Using Automated Workflow, you can immediately reach out to new AgentMethods leads that have been sent over to AMS+. When a new lead comes in, they will receive a welcome email.

See below for workflow setup recommendations. If you’re new to workflows, read this article.

Workflow Details

Trigger Type: Individuals
Trigger When: an individual is created
Criteria: Lead Source = agentmethods

Action Details

0 Days After (immediately): Email is sent to the AgentMethods lead

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