Migrate from Agencyzoom to Nutshell

AgencyZoom leads that have been converted to customers land as Nutshell People records. Unconverted leads with active pipeline status route directly to Nutshell Leads. The split is determined by AgencyZoom's customer_type field: a value of 'Customer' routes the record to Person, while any other value routes it to Lead. This preserves the conversion state from AgencyZoom in the target CRM structure.

AgencyZoom customers carry both person-level fields (first name, last name, email, phone) and organization fields (business entity, FEIN, annual revenue, number of employees). We split these: person fields map to Nutshell Person; organization fields map to a Nutshell Company that the Person is associated with.

AgencyZoom policies store carrier, product line, policy number, effective date, expiration date, premium, and prior premium. These map to a Nutshell Deal with custom fields: Carrier__c, Policy_Number__c, Effective_Date__c, Expiration_Date__c, Premium__c, and Prior_Premium__c. The Deal's name uses the policy number or customer name for identification.

AgencyZoom quotes carrying carrier, product, line items, and premium amounts attach to the related Policy/Deal record in Nutshell. Quote-level fields are stored as a secondary set of custom fields on the same Deal if the quote has not yet been bound to a policy. Bound quotes reference the parent policy Deal record.

AgencyZoom vehicle records (VIN, make, year, model, ownership) have no Nutshell equivalent. Each vehicle maps to a group of custom text fields on the Deal: Vehicle_VIN__c, Vehicle_Make__c, Vehicle_Year__c, Vehicle_Model__c, Vehicle_Ownership__c. Multiple vehicles on one policy become separate field groups with a numeric suffix.

AgencyZoom driver records (first name, DOB, relationship, gender, license state, driver license number) map to custom fields on the Deal: Driver1_FirstName__c, Driver1_DOB__c, Driver1_License__c, and so on. Driver-to-vehicle assignment is not structurally represented in Nutshell and is noted as a manual setup step.

AgencyZoom pipelines (Sales, Service, Onboarding) map directly to Nutshell Pipelines. Each pipeline's stages (New, Contacted, Quoted, Sold, or custom names) map value-by-value to Nutshell stage names. Automation triggers attached to stages do not migrate and must be rebuilt in Nutshell.

AgencyZoom Smart Cycle manages recycle dates and follow-up intervals for each lead. The recycle date transfers as a custom date field (Next_Recycle_Date__c) on the Nutshell Lead record, preserving the next-touch date in the new CRM. The automatic follow-up cadence that drove Smart Cycles in AgencyZoom requires a rebuilt Nutshell workflow or task sequence to replicate.

AgencyZoom producers and CSRs are named users who own leads and customers. FlitStack resolves each producer's email address against Nutshell users — matched users receive the record as Owner. Unresolved producers are flagged before migration for team invitation or fallback assignment.

AgencyZoom organization records (business entity, FEIN, NAICS code, business classification, year started) map to Nutshell Company fields. Where AgencyZoom stores multiple phone types (primary, secondary), these map to Nutshell's phone and additional_phones custom fields.

AgencyZoom notes and activity entries, including create date, owner, and body text, migrate to Nutshell Notes attached to the relevant Person, Company, or Deal record. Both timestamps and owning user information are preserved during migration when the user can be matched to an existing Nutshell user account.

AgencyZoom custom fields (text, number, date, single-choice, multi-choice) created via MyAgency > Manage Custom Fields are enumerated via API and mapped to Nutshell custom fields on the equivalent object (Lead, Person, or Deal). Multi-choice fields map to Nutshell multi-select dropdowns.