The Scenario
You are the agency principal. The last week of the month and 35 leads converted to bound policies. Their lead IDs, product line IDs, premiums, and effective dates are already in a Google Sheet, one row per lead, collected by your CSR as each policy bound.
All 35 need to be marked as sold in AgencyZoom before the monthly close. AgencyZoom's move-to-sold action requires the lead ID, the product line, the premium, and the effective date. It has no bulk path.
The bad version of end of month:
- Open the first AgencyZoom lead by ID
- Find the Move to Sold action
- Fill product line, premium, effective date
- Save, close, move to row 2
- Get interrupted by a producer asking about a quote
- Come back and reopen the sheet, find your place
- Close 20 of 35 by 5 PM, leave the rest for tomorrow
- The monthly report runs tonight and 15 leads count as still-open pipeline
The fast version is one prompt and you close the books before 3 PM.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that reads the lead IDs, product lines, premiums, and effective dates and marks each lead as sold in AgencyZoom, so you never have to touch a single record.
Open the SheetXAI sidebar and type:
For each row in this sheet, mark the AgencyZoom lead in column A as sold using the product line ID in column B, premium in column C, and effective date in column D. Write 'sold' or the error into column E.
SheetXAI reads all 35 rows, calls AgencyZoom's move-to-sold endpoint for each lead, and writes confirmation into column E. All 35 are closed before the monthly report runs.
What You Get
35 AgencyZoom leads marked as sold with the correct policy details:
- Move-to-sold applied on each lead with product line, premium, and effective date from the sheet
- Confirmation written into column E — "sold" on success, error message on failure
- A clean audit log in the sheet you can attach to the monthly report
The error column is the catch-all. If two leads fail because the product line ID is wrong, those two rows show the API error and the other 33 close successfully.
Want to add a bind date or a carrier reference at the same time? Add those columns to the prompt and SheetXAI will pass them through.
What If the Data Is Not Quite Ready
Month-end close sheets are rarely uniform. SheetXAI handles the edge cases and the updates in the same prompt.
When effective dates are in mixed formats
Some rows have "5/1/26," others have "2026-05-01," others have "May 1, 2026."
Normalize effective dates in column D to ISO format (YYYY-MM-DD). Then for each row, mark the AgencyZoom lead in column A as sold using product line from column B, premium from column C, and normalized effective date. Write status into column E.
When you only want to process rows where column E says 'bound'
The sheet has 50 rows but only 35 are bound this month. The rest are still pending.
Process only rows where column E says 'bound'. For those rows, mark the AgencyZoom lead in column A as sold using product line from column B, premium from column C, and effective date from column D. Write 'sold' or error into column F.
When premium values have dollar signs and commas that the API rejects
The CSR copied premiums from a formatted column: "$1,234.00."
Strip currency symbols and commas from column C values to get plain numeric premiums. Then for each row, mark the AgencyZoom lead in column A as sold using product line from column B, cleaned premium from column C, and effective date from column D. Write status into column E.
When the sheet needs deduplication, date normalization, premium cleaning, and status filtering before close
Full end-of-month scenario: 55 rows, some duplicate lead IDs from a data entry overlap, mixed date formats, formatted premiums, and only 'bound' rows should be processed.
Deduplicate by lead ID in column A, keeping the row where column E says 'bound'. Normalize effective dates in column D to YYYY-MM-DD. Strip currency symbols and commas from column C. For all remaining rows where column E is 'bound', mark the AgencyZoom lead as sold using product line from column B, cleaned premium from column C, and normalized date. Write 'sold' or error into column F.
The pattern: you describe the data as the CSR left it. SheetXAI normalizes it and closes all 35 in one pass.
Try It
Get the 7-day free trial of SheetXAI and paste your bound policy list into a Google Sheet, then ask it to mark all leads as sold in AgencyZoom. The AgencyZoom integration is included in every SheetXAI plan. See also how to bulk-update lead statuses or the AgencyZoom in Google Sheets overview.