The Scenario
You are the sales manager at a twelve-producer agency. Ownership wants a complete pipeline snapshot by 9 AM Monday, in an Excel workbook on SharePoint they can filter by producer or stage without logging into AgencyZoom.
AgencyZoom has a pipeline view. It does not export directly to an Excel file on SharePoint with the columns in the shape ownership wants.
The slow version of Sunday night:
- Log into AgencyZoom, find the export option for active leads
- Realize the export does not include pipeline stage and created date in the same file
- Pull two separate exports and try to VLOOKUP them together in Excel
- Discover the lead ID format does not match between the two files
- Spend ninety minutes reconciling before you have one usable table
- Send a link to the SharePoint workbook at 8:50 AM, missing two producers' data
The fast version is one prompt on Sunday morning.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that pulls from AgencyZoom and writes the full record set directly into the workbook, so you never have to reconcile two exports.
Open the SheetXAI sidebar and type:
Pull all active leads from AgencyZoom and write them to this workbook with columns: lead ID, first name, last name, status, pipeline stage, assigned producer, and created date. Sort by created date descending.
SheetXAI calls AgencyZoom, pulls every active lead, and writes all the columns in one pass. Pivot-ready when it finishes.
What You Get
A complete snapshot of every active AgencyZoom lead:
- Lead ID, name, status, stage, producer, and creation date all in one row
- Sorted by creation date descending — newest leads at the top
- No join required — all columns come from one API call chain
No VLOOKUP, no CSV merge, no format mismatch. The workbook is ready to drop into SharePoint and share.
Want a producer count summary at the bottom? Add "and below the data, create a summary row counting total leads per producer" to the prompt.
What If the Data Is Not Quite Ready
Producer names and stage values from AgencyZoom are not always pivot-ready. SheetXAI handles the reshaping in the same prompt.
When producer names come back in mixed formats
Some return as "J. Smith," others as "John Smith" — the same person, two formats that split your pivot.
Pull all active AgencyZoom leads and normalize the assigned producer column so each name is consistent (full first name and last name). Write results into this workbook starting at A2.
When you need the data split into two sections by pipeline type
Ownership wants new business leads and renewal leads in separate sections of the same workbook, not mixed.
Pull all active AgencyZoom leads. Write new business pipeline leads starting at A2 with a header. Then write renewal pipeline leads ten rows below the last new business row with its own header. Sort each section by stage then by created date.
When you only need leads created in the last 30 days
The full pull is 4,000 records and ownership only wants recent activity.
Pull all active AgencyZoom leads created in the last 30 days and write them into this workbook with lead ID, name, status, stage, producer, and created date. Exclude leads older than 30 days.
When you need the pull plus a producer performance summary in one shot
Ownership wants a count and average age per producer at the bottom of the same workbook.
Pull all active AgencyZoom leads and write them into this workbook with lead ID, name, pipeline stage, assigned producer, and created date. Then below the data, create a summary table showing producer name, total active leads, count by stage, and average age in days since created date.
The pattern: describe the pull and the summary shape together. SheetXAI builds both from the same data set in one pass.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to pull your active AgencyZoom leads. The AgencyZoom integration is included in every SheetXAI plan. See also how to bulk-update lead statuses from a workbook or the AgencyZoom in Excel overview.