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

Content

  1. Call/Text Integrations

  2. Email Integrations

  3. Calendar Integration

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

Step 1) Go to “My Agency” on the bottom left navigation panel

Step 2) Click “Integrations”

Step 3) Scroll until you see the email section and click “GSuite”

Step 4) Click “Verify App”

Step 5) On the pop up window, copy the code provided

Step 6) Select “Continue”

Step 7) New browser window appears which will walk you through entering email credentials

Step 8) After you enter your credentials, you will land on a Google Admin page

Step 9) Select “Add App”

Step 10) From the dropdown, select “OAUTH APP NAME”

Step 11) Paste the copied code and continue

Step 12) Select AgencyZoom and Continue

Step 13) Go back into AgencyZoom and select “Connect”

Step 14) Follow prompts to login

Step 15) Decide if you want to sync all folders or a select few, then select “Update”

*Once the admin is connected, the remaining team members will need to connect their email.

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.)

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