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