Similar to connecting email, we also offer phone integrations with multiple providers. Here's what you need to know about connecting connecting a phone system to AgencyZoom:
1. Functionality Based on Your Plan Type
Texting: Growth and Pro accounts can integrate phone systems and use texting within AgencyZoom.
Click-to-call: Pro accounts can also use the "Click-2-Call" function within AgencyZoom.
You can use Ooma or Lightspeed's integration regardless of your plan type. This is because both phone providers build the integration on their side.
2. Texting Compliance Registration
Due to compliance laws, all VoIP providers will require you to go through a compliance process if you intend to text using their platform. This is commonly known as "A2P" or "TCR" registration. It includes a verification that you are a legitimate business, as well as the intended use for your phone system. Each phone provider should have a process or documentation in place to help you get registered. The process can take weeks to receive approval, so the earlier you can start on it the sooner you can text in AgencyZoom!
3. Phone Providers and Their Capabilities
Each eligible phone provider is listed below along with the basic capabilities provided:
RingCentral: call, text, and call recording
Twilio: call, text, and call recording. Because Twilio allows you to use it exclusively for texting, it's a good, low-cost option if you only need texting within AgencyZoom.
Nerdphone: call and text
Vonix: call and text
Bridge: call and text
Lightspeed: calling only (texting is on the way!)
Ooma: calling only
AgencyZoom allows multiple VoIP platforms to be connected to one account. Within the integration settings, the default platform for texting and the default platform for calling are selected. This is a good option if you have a calling only phone provider (e.g. Lightspeed or Ooma) but you still want to use a system like Twilio for texting.
4. Integration
The initial steps for each phone provider is the same:
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”
Twilio
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
RingCentral
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
Bridge
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
Zipwhip
Step 5) Follow prompts to enter credentials
For more Zipwhip info click HERE
Lightspeed
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.
NerdPhone
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
Vonix
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.)