Twilio is a cloud communications platform that allows you to send and receive phone calls, text messages, and perform other communication functions. With our new integration, you are now able to reach out and connect with your clients via SMS directly from AgencyZoom (and phone calls are coming soon 👀).
How is texting used in AgencyZoom?
Once you've activated texting, you'll be able to set up automated texting workflows to text prospects and/or customers, or you can directly text clients from their profile or by using the Conversation tab.
Twilio is a VOIP service provider that many CRMs use to text and make calls to their customers. Twilio allows software companies to either be a reseller of Twilio's services or integrate with personal Twilio accounts. We believe in creating a product that can be truly helpful and affordable to any agency. To do this, we are using Twilio as a VOIP provider, but we have no interest in becoming a reseller and upcharging you for a service that you can get for a fraction of the cost by going directly to Twilio.
How do I set up a Twilio account?
Setting up a Twilio account is really easy! Watch this 2 min video where we walk you through, step by step, how to create your own Twilio account to use for texting in AgencyZoom:
Can I port my number over, or do I have to buy a new number?
Yes, you can port your existing number! Please read this guide from Twilio on what you need to do to port your current phone number into Twilio so that it can be used in AgencyZoom.
Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm EST, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)