3/12/26 Release
Webex Calling integration
3/19/26 Release
Email activity exclusion list
Webex Calling Integration
We've added a new Webex Calling integration, allowing agencies to place outbound calls directly from AgencyZoom. This integration is ideal for agencies using Webex who want to maintain one phone system while keeping activity tracking centralized in AgencyZoom.
How to Use It
This integration is currently in beta testing. If you would like to participate, please contact our support team and we will enable the integration for your account
Navigate to Integration > VoIP and select Webex
An admin must first authenticate and enable the integration
Each user must then connect their own Webex account under Profile > Webex Settings
Once connected, users can place calls directly from a contact record
Additional Notes:
Completed calls will automatically create an activity entry
Call recordings are not stored in AgencyZoom
This integration is calling only, no texting
Phone number assignments are managed within Webex and sync into AgencyZoom
Email Activity Exclusion List
By default, emails sent to or received from a contact linked to a customer profile create an activity automatically. In some cases, this behavior might not be appropriate.
The Email Activity Exclusion List allows admins to prevent specific email addresses from generating email activities in customer profiles. This helps protect sensitive or internal communication from being visible to other users in AgencyZoom.
When an email address is added to the exclusion list:
Emails to and from that address are still recieved in AgencyZoom within Conversations
No activity is created on any lead, customer, or contact profile
How to Add Emails to the Exclusion List
Go to My Agency > Email Activity Exclusions
Enter the email address you want to exclude
Save your changes
Only admins have access to this setting. Once added, any future emails from that address will not longer create activities on profiles.
When to Use It
Examples of when to use this feature include:
If leadership staff emails are accidentally tied to customer profiles
When sensitive conversations, like from accountants, lawyers, or payroll, should not be visible in the CRM records
Additional Notes:
The exclusion list applies to emails received through user-integrated email accounts and service inboxes
The exclusion only impacts future emails while existing activities before adding the email will remain