video1.0<iframe src="https://www.loom.com/embed/4826d37930bd491a846d2c3d246698f2" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/4826d37930bd491a846d2c3d246698f2-438ba5afa11d1d33.gif191.198Hey everyone, I'm excited to share some updates on the QuoteForms integration with AgencyZoom. You no longer need to use Zapier, which is a huge improvement! In the video, I walk through how to edit a QuoteForm and set up your pipeline settings, including adding specific tags and assigning users or groups. I recommend toggling the integration off initially to customize your setup for each quote form. Please take a moment to review this and make the necessary adjustments in your RiskAdvisor account.