Connecting your email will provide seamless outreach to leads and customers from AgencyZoom. You can send one-off, bulk and automated emails.
Go to “My Agency” on the bottom left navigation panel
Scroll until you see the email section and click “GSuite”
Click “Verify App”
On the pop up window, copy the code provided
New browser window appears which will walk you through entering email credentials
After you enter your credentials, you will land on a Google Admin page
Locate the "Configured App" section and click on "view list"
Select “Add App”
From the dropdown, select “OAUTH APP NAME”
Paste the copied code and continue
Go back into AgencyZoom and select “Connect”
Follow prompts to login
Decide if you want to sync all folders or a select few, then select “Update”
*Once the admin is connected, the remaining team members will need to connect their email.
Outlook, Office365, Yahoo, Other
Step 1) Go to “My Agency” on the bottom left navigation panel
Step 2) Select “Integrations”
Step 3) Scroll until you see the email section and select your provider
Step 4) Click “Connect” and follow prompts to enter email credentials
Step 5) Decide if you want to sync all folders or a select few, then select “Update”
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