NerdPhone Integration

How to set up your NerdPhone integration

Michele Helms avatar
Written by Michele Helms
Updated over a week ago

The NerdPhone + AgencyZoom integration allows you to send and receive text messages and initiate calls within AgencyZoom!

Why use texting and calling within AgencyZoom?

Once your NerdPhone account is connected and configured, you can:

  • Set up automated workflows to text prospects or customers.

  • Contact prospects and customers via phone or text from their profile or the Conversations section.

  • Find calls and texts documented in the client file activities.

You can set automated texting workflows to follow up on warm leads, offer more personalized onboarding experiences, send reminders for upcoming policy renewals, and much more- all in one place. Streamline communication, improve efficiency and provide enhanced customer service with the NerdPhone + AgencyZoom integration.

How do I connect my NerdPhone account?

To connect your NerdPhone account, you will need your AccountID and Auth Token from NerdPhone.

Within AgencyZoom:

  1. Select my agency > integration > NerdPhone > connect

  2. Enter AccountID and Auth Token

  3. Map AgencyZoom users to NerdPhone Device(s)

  4. Map AgencyZoom users to NerdPhone phone numbers

  5. Make your first phone call or send your first text!

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.)


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