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Email & Calendar Integration Upgrade
Email & Calendar Integration Upgrade

Action required to continue using your email and calendar services

Michele Helms avatar
Written by Michele Helms
Updated this week

What is happening?

On October 1, 2024 the current version of our third-party email and calendar integration solution will be sunset. To avoid any service interruptions of your email and calendar services in AgencyZoom, we have migrated to the most current version of the integrating solution. Becuase of this, you'll need to re-authenticate (reconnect) your email to restore the integration.

Why is this happening?

Some key improvements of the most current version of the solution include:

  • Fast direct queries to provider data

  • New and more customizable authentication options.

  • Improvements to email sending, message tracking, and bounce detection.

What is required of me?

After you receive an in-app message in AgencyZoom regarding your account's migration, you will need to reconnect your email by following these steps:

  1. Hover over your profile in the bottom-left corner and select ‘Email Settings’

  2. Select ‘Disconnect’

  3. Select ‘Connect’ and enter your email credentials

When will I need to reconnect my email?

We will begin incrementally migrating accounts starting 9/16/2024 through 9/31/2024. Once you have been migrated, you will receive an in-app message advising you of this. After that, you will need to reconnect your email.

What will happen if I do not reconnect my email?

After December 31, 2024, you will automatically be moved to the upgraded version of the integration, but you will need to reconnect to keep using your email and calendar services. Until the integration is reconnected, automations will send from AgencyZoom’s email service provider (e.g. John Doe notifications@agencyzoom.com). These communication replies will not be recorded in your activity history.

Does my whole team need to do this?

Yes, everyone actively using their email and/or calendar in AgencyZoom will need to reconnect.

Should I reconnect my service inboxes?

Yes, please reconnect your service inbox after re-authorizing your personal email.

What should I do if I’m having issues re-connecting?

Simply reply to the in-app notification you received, and our team will be ready to assist you.

Microsoft user needing admin approval?

  1. One of the admins on the Microsoft should re-authorize the email integration (recommended)- this way the admin can approve the application prior to non-admin reauthentication.

    1. After entering the credentials, this will prompt the admin to approve the application. Select the checkbox to approve this app for the rest of the organization

  2. Microsoft Admin: navigate to the Microsoft Entra Admin Center

    1. Select 'Applications'

    2. Select 'Enterprise Applications'

    3. Select 'Consent & Permissions'

    4. Select 'Allow user content for apps'

    5. Select 'Admin consent settings' and configure like the image below

Please see the steps here for more information.

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