The Scenario
You are the operations manager at an auto insurance agency. A carrier partner sent you an import file on Wednesday morning: 45 households, one per row, in an Excel workbook. Each row has a lead ID that already exists in AgencyZoom, along with vehicle year, make, model, and VIN.
For each row, you need to create an opportunity on the existing AgencyZoom lead and attach a vehicle record. No bulk path exists in AgencyZoom for this combination.
The bad version of Wednesday:
- Open the first AgencyZoom lead by ID
- Navigate to Opportunities, click New Opportunity, fill the form, save
- Navigate to Vehicles, click Add Vehicle, enter year, make, model, VIN, save
- Close and open the next lead
- Twenty leads done, twenty-five to go, one hour gone
- Realize the VIN on row eight has a typo
- Go back, fix it, lose your place
- Finish row 45 after lunch, with one bad VIN somewhere in the middle
The fast version is one prompt before the carrier call.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads each row and creates the opportunity and vehicle record in AgencyZoom, without opening a single lead record.
Open the SheetXAI sidebar and type:
For each row in my auto prospects workbook, create an AgencyZoom opportunity on the lead in column A, then add a vehicle record using year from column B, make from column C, model from column D, and VIN from column E. Write 'done' or the error into column F.
SheetXAI reads all 45 rows, creates the opportunity and vehicle record for each lead, and writes confirmation into column F. Forty-five rows, forty-five confirmations.
What You Get
45 AgencyZoom leads each with a new opportunity and vehicle record:
- Opportunity created on each lead from column A
- Vehicle record added with year, make, model, and VIN from columns B through E
- Confirmation or error written to column F for every row
Column F is the complete log. If a VIN format is wrong on one row, that row shows an error and the other 44 succeed.
Want to set the opportunity product line at the same time? Tell SheetXAI to read a product line ID from column G.
What If the Data Is Not Quite Ready
Carrier import files are rarely clean. SheetXAI handles formatting issues and the record creation in the same prompt.
When VINs have inconsistent formatting
Some VINs in column E have spaces, some are lowercase, some have dashes.
Normalize VINs in column E: remove spaces and dashes, convert to uppercase. Then for each row, create an AgencyZoom opportunity on the lead in column A and add a vehicle record using year from column B, make from column C, model from column D, and normalized VIN. Write status into column F.
When some rows need a quote instead of a vehicle record
The file mixes two workflows: some rows need a vehicle record, others need a quote started.
For rows where column F says 'needs quoting', create an AgencyZoom lead quote using carrier ID from column G and product line ID from column H. For all other rows, create an opportunity and vehicle record using columns A through E. Write status into column I.
When vehicle description is in one column
The carrier sent "2022 Honda Accord" in one column instead of three.
Split column B into year, make, and model. Then for each row, create an AgencyZoom opportunity on the lead in column A and a vehicle record using the split values and VIN from column C. Write status into column D.
When the file has duplicates, VIN formatting issues, and two different action types
55 rows, some duplicate lead IDs, VINs with formatting issues, and mixed action types in column F.
Deduplicate by lead ID in column A keeping the first occurrence. Normalize VINs in column E: uppercase, no spaces or dashes. For rows where column F says 'needs quoting', create an AgencyZoom lead quote using carrier from column G and product line from column H. For all other rows, create an opportunity and vehicle record using year from column B, make from column C, model from column D, VIN from column E. Write status into column I.
The pattern: describe the file as it arrived and let SheetXAI apply the routing across all 45 rows in one pass.
Try It
Get the 7-day free trial of SheetXAI and paste any auto prospects import into an Excel workbook, then ask it to create the AgencyZoom opportunities and vehicle records. The AgencyZoom integration is included in every SheetXAI plan. See also how to bulk-import leads into AgencyZoom from Excel or the AgencyZoom in Excel overview.