A customer calls, Rosie answers, and you get the details by text or email — but AgencyZoom has no idea the call happened. If AgencyZoom is where you run your pipeline and book of business, that's a gap you end up filling in by hand, or not at all.
Connect AgencyZoom to Rosie and every call logs itself. Rosie recognizes callers who are already in your customers or leads, creates a lead for first-time callers, and logs each call on the right record. Texts and website chats get logged too.
Setup takes a couple of minutes and it's included on every Rosie plan.
How It Works
Connect AgencyZoom from the Integrations page in Rosie.
When a call ends, Rosie looks the caller up by phone number — customers first, then leads.
If she finds them, the call is logged on that record. If they're new, Rosie creates a lead first.
The call appears as a note on the customer or lead, with a summary of what was discussed and a link back to the full call details in Rosie.
That's it. There's nothing else to configure in AgencyZoom and nothing new to teach Rosie.
Connecting AgencyZoom
Heads up: sign in with your agency owner account. AgencyZoom's connection is tied to that login, so an account with narrower access won't see your whole agency.
In Rosie, go to Integrations and select AgencyZoom.
Enter the email and password for your agency owner account — the same ones you use to sign in to AgencyZoom.
Select Connect. Rosie sends them to AgencyZoom once, gets back a secure access token, and starts logging new calls right away.
Your password isn't stored — only the token AgencyZoom hands back, plus the email so you can see which account is connected.
What Gets Logged
Calls — every call Rosie answers becomes a note on the customer or lead in AgencyZoom, with a summary of the conversation and a link to the full details in your Rosie dashboard.
Texts and website chats — each conversation gets logged as a note too, written once the conversation wraps up so the single note covers the whole exchange.
New callers — first-time callers become new AgencyZoom leads automatically, in your first pipeline at its first stage, assigned to an active team member. If you have a lead source named "Rosie", she uses it; otherwise she uses your first one. If a caller doesn't share their name, the lead comes in as "Unknown Caller" with their phone number, and Rosie fills in the real name if they give it on a later call.
Existing customers and leads — Rosie matches on both the main and secondary phone numbers, so there are no duplicates. If a record is missing a name or email, Rosie fills it in; she never overwrites information you already have, and she never moves a lead's stage.
Disconnecting
You can disconnect anytime from the Integrations page — open AgencyZoom and select Disconnect. Rosie stops logging immediately. Everything she's already added to AgencyZoom stays right where it is.
FAQs
Which AgencyZoom plan do I need?
Any of them. The connection works on every AgencyZoom plan.
My connection stopped working. What happened?
Changing your AgencyZoom password ends the connection, and so does turning on two-step sign-in for that account. Come back to the Integrations page and reconnect with the current email and password.
Why does my new lead have an email address I don't recognize?
AgencyZoom won't create a lead without an email, so when a caller doesn't give one Rosie fills in a placeholder that includes their phone number. It's there to get the lead created — replace it with the real address whenever you learn it.
A repeat customer's call landed on a lead instead of their customer record. Why?
It shouldn't — Rosie checks your customers before your leads and logs to the customer record whenever the phone number matches one. If a call landed on a lead instead, the number on the customer record is probably different from the one they called from. Add that number to the customer in AgencyZoom and the next call will find them.
Why did a first-time caller become a lead rather than a customer?
AgencyZoom customers are your policyholders, and new records there come from your management system rather than from an outside app. So Rosie starts everyone as a lead, which is where new prospects belong anyway — you convert them the way you always have.
A call was logged in Rosie but nothing appeared in AgencyZoom. What happened?
To create a lead, Rosie needs three things in your account: at least one lead source, a pipeline with at least one stage, and one active team member to assign it to. If any of those is missing, she can't create the record. Add the missing piece in AgencyZoom and new callers will come through.
Are call recordings attached?
No. AgencyZoom has no place to hold a call recording, so the call comes through as a note with the summary. The recording stays playable in your Rosie dashboard.
Can Rosie book jobs or appointments in AgencyZoom?
No — this integration logs calls, texts, chats, leads, and customers. Appointment booking works through your connected calendar, same as always.
Can I connect more than one CRM?
One CRM per Rosie account. If you switch CRMs, disconnect the old one first.
Does this cost extra?
No. CRM integrations are included on every Rosie plan.
Need Help?
If you have questions or run into any trouble connecting AgencyZoom, reach out at support@heyrosie.com or through the support chat in your Rosie admin — we're happy to help.