1. Automatic Linking to Leads and Customers

After you connect your email, we'll compare your inbound and outbound emails with existing lead/customer accounts to find a match on the email address. When a match is found, it will automatically be recorded in the lead or customer's profile.

2. Inbox Syncing

By default, your inbox is set to pull all outbound/inbound emails into AgencyZoom so they can be recorded on the customer's account. You can narrow this to specific inbox folders if you do not want all emails to be pulled in. One example is you could setup an "AgencyZoom" folder in your email, and only drag emails into the "AgencyZoom" folder that you want recorded in AgencyZoom. Otherwise, all emails will come into AgencyZoom.

3. Calendar

If you have a compatible Calendar integration, you can control the calendar settings from here. More information here: Calendar Integration

4. Others

You can have AgencyZoom switch to the built-in email sender if your email becomes disconnected. If this is on and your email gets disconnected, AgencyZoom will still send emails from notifications@agencyzoom.com rather than failing to send. Secondly, you can turn the notifications on or off when your integration gets disconnected.

1. When connected, AgencyZoom will use your integrated email any time an email is coming from you. For example:

2. When connected, AgencyZoom will not use your integrated email when you send a batch email from a lead or customer list. This is an email best practice to avoid triggering a high volume of emails all at once from your integrated email.

The conversations tab in AgencyZoom provides the ability to manage emails from directly inside AgencyZoom. The following shows the capabilities of this tab:

1. Filter emails based on their associated with Customers, Leads, Contacts, Unknown, or Unmatched emails

2. Filter by Read status

3. Search by Subject

4. Refresh for new emails

5. Create a new email

6. Select individual emails or the whole list to delete, mark all as read, or mark all as unread

7. Click on an individual email thread

8. Change between 10 and 25 emails per page

Once you click on an email thread, you'll have multiple options to interact with an email:

1. Reply, reply to all, delete, or forward the email

2. Another quick option to begin typing a response

3. If the email is not recognized or hasn't been matched to a lead or customer, you have the option to create a lead from the email thread. This will open the lead creation window.

4. You can search for existing leads or customers to link the email thread to an existing lead or customer. This will also give you the option to change the existing lead/customer email to the "from" email. You can also unenroll the automation for the lead or customer from here.

5. If AgencyZoom recognizes a potential match or it may be that the email matches multiple accounts, you'll see the link button next to the customer's name. This is a great option if an individual is using the same email for multiple customer accounts. You can link the email string to an individual customer profile rather than having it duplicated across all accounts that share the same email.

When using any email, you're responsible for ensuring your email usage complies with your email provider's rules for spam and content. Connecting an email in AgencyZoom is no different. If you connect your email, remember that you are still responsible for ensuring your email does not get flagged as spam/blacklisted and that you're compliant with your email provider's rules for email content and volume. If you import 50,000 leads and send emails to all of them through AgencyZoom, you have a good chance of getting a negative email reputation the same way you would if you sent those emails directly through your email provider. If you do find that a high percentage of your emails are going to spam or that your email has been blocked from sending emails, you'll need to contact your email provider for help on what steps to take next. Since AgencyZoom is only triggering the emails on your behalf, we don't have any direct control to help you get unblocked by an email provider.

A few tools to keep in mind to avoid getting blocked. First, each automated email step has an option to include an unsubscribe message. This is a great option to keep your reputation high, especially if you're emailing someone you've never spoken to or emailed.

Secondly, if you send batch emails of any size from the customer or lead list, these emails will come from AgencyZoom's email sender, notifications@agencyzoom.com to allow us to slowly send the emails out and avoid having a large amount of emails triggered from your direct email. If a customer or lead replies to the email, it will go to your direct email.

Lastly, spread out the number of emails coming from any one email address by using dynamic options like the assigned Executive/Producer or Representative options. Rather than triggering all emails from one email, this will change the sending email based on who's assigned to a given lead / customer.

Just remember, AgencyZoom is a great tool to help automate processes and communication, but you must use it responsibly to avoid having your email blocked by your provider. There are lots of helpful resources on the internet for best email practices, but these are a couple simple starting points.