AgencyZoom to HubSpot
Sales automation and retention platform for property and casualty insurance agencies, covering leads, pipelines, customers, policies and tasks.
AgencyZoom data can move into HubSpot, landing mainly in Sales Hub. 4 of 10 mapped objects move directly (Leads/Prospects, Customers (households/business customers), Lead opportunities / pipeline and Lead and customer notes); 3 items need manual work and 2 do not move. Plan roughly 2-4 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for AgencyZoom
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 doneDuring
0 of 6 doneAfter
0 of 5 doneWhat will it take?
No price list: cost follows volume, custom objects and how much logic must be rebuilt. Answer four quick questions for a planning range.
The three scenarios
Small migration
Up to 10k contacts
Core objects only.
Mid migration
10k-75k contacts
Includes notes, files and custom household model.
Large migration
75k+ contacts, multi-agency
Includes policy summaries and AMS coordination.
What moves the number
Timeline ranges are planning estimates, not a quote. A partner confirms scope after discovery.
Access, mapping and limits
Start with how data leaves AgencyZoom: what you need to get in, what lands in HubSpot, and what will not.
REST (OpenAPI-documented)
AgencyZoom login credentials used to obtain an API token; API access may need to be requested from AgencyZoom support.
Choose your route
How will you move the data?
No native connector was found.
- You need: AgencyZoom login credentials used to obtain an API token; API access may need to be requested from AgencyZoom support.
- Permission: To confirm
Native imports often bring over only some data, so check coverage per object in the mapping below.
Export each object, clean it, then import it into HubSpot.
- REST API: search leads, list customers, lead opportunities, notes, quotes, files, employees, product categories, lead sources
- Third-party-profile list of modules: Leads, Customers, Opportunities, Policies, Pipelines, Configuration, Email
Limits: To confirm
Migration and sync tools can move more than a plain import. Confirm which objects each one supports before you choose.
Best when volume is high, custom objects are many or automation is heavy. That is the Large scenario: 8-16 weeks, usually phased.
Talk to a partnerWhere each object lands
In AgencyZoom
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Leads/Prospects | Contacts | yes | Extract via the POST leads search endpoint and map to Contacts with a lifecycle stage; a lead source ID exists for source mapping. |
| Customers (households/business customers) | Contacts | yes | Firm or business customers should go to Companies with associated Contacts; households need a design decision, for example a custom object or company. |
| Customers (business/firm) | Companies | partial | Customer fields include firm-level data such as number of employees and annual revenue. |
| Lead opportunities / pipeline | Deals | yes | Opportunities are listed per lead; pipeline stages must be rebuilt in HubSpot. |
| Lead and customer notes | Notes | yes | Notes are available via API endpoints. |
| Tasks | Tasks | partial | The API covers tasks, but its read coverage was not confirmed. |
| Lead files | Files | partial | A file-search endpoint exists but returns file-focused data. |
| Lead quotes | Quotes | manual | Quotes are readable via the API, but insurance quotes are not equivalent to HubSpot commerce quotes; consider notes or custom objects. |
| Policies | Custom objects | partial | The policy of record belongs in the AMS or policy admin system; bring over only a reference or summary for service and cross-sell. |
| Employees/producers | Contacts | manual | Map to HubSpot users and owner properties rather than contact records. |
What to expect
The API documents data endpoints, not an export of automation logic; rebuild as HubSpot workflows and pipelines.
Policy data is synced from the AMS; the system of record stays in the AMS and policy admin system.
AgencyZoom is organised around leads and customers; households and referral partners need a custom model.
Logic does not export as data.
AgencyZoom syncs customers from the AMS, and any AMS-originated customers should be sourced from the AMS directly.
Keep policy administration in the AMS; sync only summaries.
Dedupe on email and phone before import and apply a single-contact model.
Confirm with AgencyZoom support and batch extraction.
Reconcile counts against UI totals.
Data governance and compliance
Decide what is allowed to move before anything is exported. Tick each gate once it is agreed.
How we researched this page
How much to trust each section, and where it comes from.
The AgencyZoom REST API and its object coverage are documented in the vendor OpenAPI spec. Auth details, rate limits, export UI and admin permissions were not confirmed, and the HubSpot mapping is analyst judgement. There is no native HubSpot connector.
Sources
Related migrations
Frequently asked questions
How do I migrate AgencyZoom to HubSpot?
1. Request API access and the OpenAPI spec from AgencyZoom support and confirm login-based token auth. 2. Inventory leads, customers, opportunities, pipelines, lead sources and custom fields. 3. Decide how households and referral partners map to HubSpot Contacts, Companies or custom objects. 4. Confirm which AMS the agency uses and whether it remains the system of record.
What data can move from AgencyZoom to HubSpot?
These objects move directly: Leads/Prospects, Customers (households/business customers), Lead opportunities / pipeline and Lead and customer notes. Check the mapping table for partial and manual items.
What does not move from AgencyZoom to HubSpot?
Automations/sequences and pipeline configuration and Policy administration records and carrier data. Plan to rebuild or retire these.
How long does a AgencyZoom to HubSpot migration take?
Small (Up to 10k contacts): 2-4 weeks. Mid (10k-75k contacts): 4-8 weeks. Large (75k+ contacts, multi-agency): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from AgencyZoom?
AgencyZoom login credentials used to obtain an API token; API access may need to be requested from AgencyZoom support.
Is there a native HubSpot connector for AgencyZoom?
No native connector was found. Plan a CSV, API or third-party tool route.
What compliance issues apply when moving AgencyZoom data?
Check: Insurance policy and financial data, Possible health information in notes or files and Birthdays and possible minors or dependents in households. Agree consent, retention and access rules before exporting.
Moving AgencyZoom into HubSpot?
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