If an individual user has signed in to AgencyZoom then we will use their information when pushing the lead to AgencyZoom.
If an individual user has not signed in to AgencyZoom then we will default to the account owners information.
This should be available in the User Profile so they are able to see it.
Please authenticate to join the conversation.
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🔄 Integrations
4 months ago
David Watson
Get notified by email when there are changes.
🔜 Next
🔄 Integrations
4 months ago
David Watson
Get notified by email when there are changes.