Similar to connecting email, we also offer text and VoIP integrations with 6 carriers: Twilio, RingCentral, Bridge, Lightspeed, Zipwhip, and NerdPhone. When integrated, you can send manual (one-off) and automated texts to leads, customers and contacts

Note: multiple VoIP platforms can be connected to one AgencyZoom account. Within the integration settings, the default platform for texting and the default platform for calling are selected.

The first few steps are the same for each provider:

Step 1) Click “My Agency” on the bottom left navigation panel (admin users)

Step 2) Click “Integrations”

Step 3) Scroll down to the Text/VoIP section and select your provider.

Step 4) Click “Connect”

Step 5) Enter your Twilio Account SID and Auth Token (this information is found on your Twilio account)

Step 6) Click “Save”

Step 7) Click through your texting and click to call settings. If changes were made, make sure to select Save

For more Twilio info click HERE

Step 5) Follow prompts to enter credentials and verify contact info

Step 6) Click through your texting and click to call settings. If changes were made, make sure to select Save

For more RingCentral info click HERE

Step 5) Follow prompts to enter your Bridge login credentials

Step 6) Click through your texting and click to call settings. If changes were made, make sure to select Save

Step 5) Follow prompts to enter credentials

For more Zipwhip info click HERE

The Lightspeed Voice onboarding and customer service team will get you set-up and ready to go in minutes.

Contact them today at 877.97.VOICE (86423)

*No texting with Lightspeed.

Step 5) Enter your NerdPhone Account SID and Auth Token (this information is found on your Nerdphone account)

Step 6) Map AgencyZoom users to NerdPhone Device(s)

Step 7) Map AgencyZoom users to NerdPhone phone numbers

Step 8) Make your first phone call or send your first text!

For more NerdPhone info click HERE

Step 5) Select Connect and enter Vonix credentials

Step 6) Configure Agency Settings (default calling and texting vendor, map extensions and phone numbers, configure SMS forwarding)

*Texting integration only available on Growth and Pro plans

*Click to call only available on Pro plans

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.)