Communication Integrations

Phone, Email, and Calendar Integrations

Megan Stasko avatar
Written by Megan Stasko
Updated over a week ago

Depending on your plan type, AgencyZoom offers a wide range of integrations to simplify your communication process. Current integrations include Phone, Email, & Calendar.

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 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


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