AgencyZoom Lead Management API

The Lead Management API from AgencyZoom — 21 operation(s) for lead management.

Operations 27

Work with this as data

Every API here is available over the APIs.io API and to AI agents over MCP.

MCP server

One button, every client — Claude, Cursor, VS Code and the rest.

https://apis.io/mcp

Tools for apis

7 MCP tools reach this

find_apisBrowse and filter every API in the catalog.
get_api_artifactsOne API's artifacts, grouped by type.
get_openapiThe primary OpenAPI for this API.
find_similar_apisAPIs that look like this one.
apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.
resolveTurn a domain, URL or GitHub org into the provider it belongs to.
find_cohortsEvery scored population of providers in the catalog.

All 92 tools →

Call it yourself

curl for this page

This API

curl "https://apis.io/api/v1/apis/agencyzoom:agencyzoom-lead-management-api"

All apis

curl "https://apis.io/api/v1/apis?limit=25"

Calls without X-API-Key need no key. Calls with it need a paid plan — get a key.

Get an API key

Free tier, no form to fill in. Signing in shares your email address with us — we store it to create your key and to recognise you if you sign in with another provider. See our Privacy Policy and Terms.

GitHub Google LinkedIn

A second provider on the same verified email joins the account you already have.

OpenAPI Specification

openapi: 3.2.0
info:
  title: Agencyzoom Lead Management API
  description: 'Agencyzoom API enables third party applications to integrate with

    Agencyzoom to manage lead, customer, policy, and tasks. The management operations

    include actions such as creation, retrieval, updating, and deletion.


    Currently, Agencyzoom has a rate limit of **120** calls per minute during the day and night as of Aug 17, 2026.


    # Getting Started

    Using authentication endpoints as described below, the integrator can function on hehalf

    of the logged in user. The login endpoint returns a JWT token. Subsequent calls need

    pass the token as HTTP header bearer token.

    ```

    Authorization: Bearer

    ```

    Please note, the permissions afforded to the caller are the same as those for the logged

    in user. Therefore, the user name used for the integration has to be the agency owner

    if the integrated applications would like to access all the functionalities.


    # Versioning

    Agencyzoom API is backward compatible. Currently there is only one version.


    # Change Logs

    - ### 2023.11.07

    - POST v1/api/leads/list. Fixed bug in sort by `lastActivityDate`. Added 2 additional filters: lastActivityEarliestDate,lastActivityLatestDate

    - Increased rate limite for nightly API calls

    - POST v1/api/leads/{leadId}/quotes. Fixed bug of missing `Quote ID` response payload

    - ### 2023.11.21

    - Increased rate limite for daily API calls to 30 per minute

    - POST /v1/api/leads/{leadId}/notes. Fixed bug in processing line breaks

    - ### 2024.01.10

    - New API for contact management - Batch Create Contacts POST `v1/api/contact/batch-create`

    - Added the following new fields for PUT `v1/api/customers/{customerId}`

    `contactFirstname` `contactLastname` `contactMiddlename` `numberOfEmployees` `annualRevenue` `totalPayroll` `tagNamesbirthday` `csrId` `agentId` `customFields`

    - ### 2024.01.18

    - New API for Customer management - Get AMS policies for a specific customer `GET: v1/api/customers/{customerId}/ams-policies`

    - New API for Customer management - Get policies for a specific customer `GET: v1/api/customers/{customerId}/policies`

    - New API for Customer management - Update tags for a specific policy `POST: v1/api/policies/update-tags`


    - ### 2024.01.18

    - POST `/v1/api/leads/create`. Edit request params `pipelineId` `stageId` as required.

    - ### 2024.03.10

    - Added two new fields `licenseNumber` `stateLicensed` for POST `v1/api/opportunities/{opportunityId}/driver` GET `v1/api/opportunities/drivers/{driverId}` PUT `v1/api/opportunities/drivers/{driverId}`

    - ### 2026.08.7

    - Increased rate limite for daily API calls to 90 per minute

    - ### 2026.08.17

    - Increased rate limite for daily API calls to 120 per minute


    Happy coding!'
  termsOfService: https://agencyzoom.com/tos/
  contact:
    email: support@agencyzoom.com
  license:
    name: Propriety license
  version: 1.0.0
servers:
- url: https://api.agencyzoom.com
  description: Mobile test server
tags:


# --- truncated at 32 KB (73 KB total) ---
# Full source: https://artifacts.apis.io/agencyzoom/openapi/agencyzoom-lead-management-api-openapi.yml