AgencyZoom

Get the lowdown on using your email in AgencyZoom

Using Your Email in AgencyZoom

Have email through Outlook, Office 365, or another provider? You're in the right spot!

Microsoft / Other Email Integrations

Connect your email with AgencyZoom for seamless automation

Google Workspace Email Integration

Yahoo Email Integration

Using AgencyZoom's Built-In Email Sender

Calendar Integration  Setup Guide

How to edit your calendar settings

How to create a calendar appointment within AgencyZoom

How to create a new calendar appointment

How to insert a calendar meeting link in emails

Integrate your free Gmail account to AgencyZoom

Gmail Integration

Email & Calendar Integrations

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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