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EffiZoom

Business leads

Work commercial lines leads. 3 tools; each one below with what it does and the guardrail on it.

Business leads tools
ToolWhat it doesGuardrail
create_biz_leadAdd a commercial lead.Duplicate check before create: it searches first and stops if the record already exists. Read-back verification: after the write, the connector reads the record back and reports what actually landed.
update_biz_leadChange a commercial lead.Per-user attribution: the change is made with the asking person's own AgencyZoom login. Read-back verification: after the write, the connector reads the record back and reports what actually landed.
search_business_classificationsLook up business classifications for a commercial lead.Read only. Nothing in AgencyZoom changes.