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 file 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 your producers can start working them Monday morning. AgencyZoom has no bulk import button.
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 then stop to find the rest of the data
- Come back Monday, do thirty more, hand it to your CSR to finish
- By Thursday, 180 of 300 leads are in AgencyZoom and the other 120 are still in the spreadsheet
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that reads the rows and creates the AgencyZoom lead records for you, so you do not have to open a single form.
Open the SheetXAI sidebar and type:
Create AgencyZoom leads for every row in this sheet. 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 sheet, every row confirmed with an ID, and all 300 leads are live in AgencyZoom.
What You Get
A fully imported pipeline with 300 AgencyZoom lead records:
- Each lead created with first name, last name, email, phone, and pipeline stage
- Lead IDs written into column E for every row, so you have a permanent receipt
- Zero records skipped silently — any row that fails gets flagged with an error message instead of an ID
The import log in column E is the most useful thing SheetXAI adds. When a producer calls Monday asking about a specific contact, you can 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 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 — just 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 and missing fields and needs cleanup before import
Real scenario: the vendor file has 340 rows, some duplicate emails, some blank phones, and inconsistent capitalization in the names.
Deduplicate the sheet by email address, keeping the first occurrence of each. Standardize the 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 — columns A through E — pipeline 'New Business', and write the returned lead ID into column F. Flag any rows that returned an error instead of an ID.
The pattern: instead of cleaning the file first and then figuring out the import, you ask for both in one prompt. SheetXAI handles the conditional logic inline.
Try It
Get the 7-day free trial of SheetXAI and paste any lead list into a Google Sheet, 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 sheet or the AgencyZoom in Google Sheets overview.