AMS Integration Hub
Connect your agency management system in minutes
Link your AMS to Mach 5 and eliminate double entry. Policy changes, new contacts, and renewal dates sync automatically into your CRM and workflows.
Integrations are powered by Zapier. You'll need a Zapier account (Starter at $20/mo recommended) to activate your connection templates.
Select Your AMS
Sync contacts, policy status, renewal dates, and activity logs between AgencyZoom and Mach 5 automatically.
Sync insureds, new policies, renewal dates, and tasks between NowCerts/Momentum AMP and Mach 5.
Sync clients, policy bound events, and renewal dates from HawkSoft into your Mach 5 CRM and automations.
Sync contacts, policy data, and renewal dates between AMS360 and Mach 5 for seamless workflow automation.
Activate each template below. Click the button, authenticate your AgencyZoom and GoHighLevel accounts, and turn it on.
Template 1 of 4
Contact Sync
New or updated contacts in AgencyZoom automatically create or update the matching contact in Mach 5.
Field Mapping
Name, Email, Phone, Address → GHL Contact
Company Name → Company (commercial)
Auto-tags: AMS-Synced, AMS-AgencyZoom
Template 2 of 4
Policy Bound
When a policy is bound in AgencyZoom, the contact is tagged Active Client and policy details sync automatically.
What Syncs
Adds tag: Active Client
Carrier, Policy Number, Renewal Date → GHL
Template 3 of 4
Renewal Date Sync
Renewal date changes in AgencyZoom auto-update in Mach 5 so your renewal workflows fire on time.
What Syncs
Renewal Date → Policy Renewal Date
Triggers WF-5 (Renewals) at 60-day mark
Template 4 of 4
Activity Logger
Notes and activities from AgencyZoom are automatically logged on the matching Mach 5 contact record.
What Syncs
Activity Type + Description → GHL Note
Activate each template below. Click the button, authenticate your NowCerts/Momentum and GoHighLevel accounts, and turn it on.
Template 1 of 4
Contact Sync
New or updated insureds in NowCerts automatically create or update the matching contact in Mach 5.
Field Mapping
Name, Email, Phone, Address → GHL Contact
Insured Type → Business Type
Auto-tags: AMS-Synced, AMS-NowCerts
Template 2 of 4
Policy Bound
New policy in NowCerts tags the contact Active Client and syncs carrier, policy number, premium, and renewal date.
What Syncs
Adds tag: Active Client
Carrier, Policy #, Premium, Renewal Date
Template 3 of 4
Renewal Date Sync
Renewal date changes in NowCerts automatically update in Mach 5 so workflows stay on schedule.
What Syncs
Renewal Date → Policy Renewal Date
Template 4 of 4
Task Sync
New tasks in NowCerts are logged as notes on the matching Mach 5 contact record.
What Syncs
Task Subject + Description → GHL Note
Activate each template below. Click the button, authenticate your HawkSoft and GoHighLevel accounts, and turn it on.
Template 1 of 3
Contact Sync
New or updated clients in HawkSoft automatically create or update the matching contact in Mach 5.
Field Mapping
Name, Email, Phone, Address → GHL Contact
Auto-tags: AMS-Synced, AMS-HawkSoft
Template 2 of 3
Policy Bound
New policy in HawkSoft tags the contact Active Client and syncs carrier, policy number, and renewal date.
What Syncs
Adds tag: Active Client
Carrier, Policy Number, Renewal Date
Template 3 of 3
Renewal Date Sync
Policy expiration date updates in HawkSoft auto-sync to Mach 5 so renewal workflows fire correctly.
What Syncs
Expiration Date → Policy Renewal Date
HawkSoft uses "Expiration Date" vs "Renewal Date"
Activate each template below. Click the button, authenticate your AMS360 and GoHighLevel accounts, and turn it on.
Template 1 of 3
Contact Sync
New or updated customers in AMS360 automatically create or update the matching contact in Mach 5.
Field Mapping
Name, Email, Phone, Address → GHL Contact
Auto-tags: AMS-Synced, AMS-AMS360
Template 2 of 3
Policy Bound
Policy bound in AMS360 tags the contact Active Client and syncs carrier and policy details to Mach 5.
What Syncs
Adds tag: Active Client
Carrier, Policy Number, Renewal Date
Template 3 of 3
Renewal Date Sync
Renewal date changes in AMS360 auto-sync to Mach 5 so your renewal workflows stay on schedule.
What Syncs
Renewal Date → Policy Renewal Date
© 2026 Mach 5 Agent. All rights reserved.