Depending on plan type, AgencyZoom offers a wide range of integtrations to simplify your communication process. Current integrations include: Phone, Calendar, & Email.
Content
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 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)
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 EST, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)