The Scenario
You are the agency owner. It is 4:45 PM on Friday and you just received the lead list from the trade show your producer worked last weekend, 300 warm contacts in an Excel workbook the vendor emailed you: first name, last name, email, phone, and policy interest.
You need all 300 in AgencyZoom as new leads before the weekend so producers can start calling Monday morning. AgencyZoom has no bulk import button, and the file is sitting open in Excel on your desktop.
The bad version of this afternoon:
- Open AgencyZoom and find the new lead form
- Type the first row manually: name, email, phone, pipeline stage
- Realize the form has eight fields and the vendor file has five
- Do twelve rows and hand the rest to your CSR
- Come back Monday, do thirty more rows, discover the CSR stopped at forty
- By Thursday, 180 of 300 leads are in AgencyZoom and the other 120 are still in the workbook
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads the rows and creates the AgencyZoom lead records for you, so you never have to open a single form.
Open the SheetXAI sidebar and type:
Create AgencyZoom leads for every row in this workbook. Use column A for first name, column B for last name, column C for email, column D for phone, and set pipeline to 'New Business' for all of them. Write the returned lead ID into column E for each row.
SheetXAI reads all 300 rows, calls AgencyZoom's API for each one, and writes the returned lead ID back into column E. When it finishes, you have a complete import log in the workbook, all 300 leads confirmed with an ID.
What You Get
A fully imported pipeline with 300 AgencyZoom lead records:
- Each lead created with name, email, phone, and pipeline stage
- Lead IDs written into column E for every row, so you have a permanent receipt
- Failed rows flagged with an error instead of an ID, so nothing disappears silently
The import log in column E is the most useful thing SheetXAI adds. When a producer calls Monday about a specific contact, you search column E in under three seconds.
Want to assign specific producers to specific leads? Tell SheetXAI to read a producer name from column F and assign each lead on creation.
What If the Data Is Not Quite Ready
Trade show lead files rarely arrive clean. SheetXAI handles the cleanup and the import in the same prompt.
When first and last names are merged in one column
The vendor sent a single "Full Name" column instead of split first and last.
Split the name in column A into first name and last name. Then create AgencyZoom leads for all rows using the split names, email from column B, phone from column C, and pipeline 'New Business'. Write the lead ID into column D.
When some rows are missing email addresses
Forty rows have no email, only a phone number and a name collected at the booth.
For rows where column C is blank, set the email to 'noemail@placeholder.com' so the AgencyZoom record can still be created. Then bulk-create AgencyZoom leads for all rows and write the returned lead ID into column E. Flag rows with placeholder email in column F so we can follow up for real addresses.
When you only want rows with a specific policy interest
The file has auto, home, and commercial prospects mixed together. You only want to import the auto leads today.
Filter to rows where column E says 'Auto'. Create AgencyZoom leads for those rows only using columns A through D, pipeline 'New Business'. Write returned lead IDs into column F.
When the file has duplicates, missing fields, and inconsistent name casing all at once
The workbook has 340 rows, some duplicate emails, some blank phones, and inconsistent capitalization.
Deduplicate the workbook by email address, keeping the first occurrence. Standardize names in columns A and B to title case. For rows where phone is blank, use '0000000000' as a placeholder. Then create AgencyZoom leads for all remaining rows using columns A through E, pipeline 'New Business', and write the returned lead ID into column F. Flag rows that returned an error instead of an ID.
The pattern: describe the file as it arrived and ask for the import in the same prompt. SheetXAI handles the conditional logic across all 300 rows.
Try It
Get the 7-day free trial of SheetXAI and paste any lead list into an Excel workbook, then ask it to create the AgencyZoom records. The AgencyZoom integration is included in every SheetXAI plan. See also how to pull active AgencyZoom leads into a workbook or the AgencyZoom in Excel overview.