Depending on your plan type, AgencyZoom offers a wide range of integrations to simplify your communication process. Current integrations include Phone, Email, & Calendar.
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Call/Text Integrations
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”
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 the prompts to enter credentials and verify your 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
Zipwhip
Step 5) Follow the prompts to enter your credentials
For more Zipwhip info click HERE
Bridge
Step 5) Follow the 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
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)
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.
Email Integrations
Connecting your email will provide seamless outreach to leads and customers from AgencyZoom. You can send one-off, bulk and automated emails.
GSuite
CLICK HERE for instructions.
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”
The first few steps are the same for each provider:
Calendar Integration
More Info HERE
*Texting integration only available on Growth and Pro plans
*Click to call only available on Pro plans
*Email and Calendar integration only available on Growth and 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 ET, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)