Enhance AgencyZoom with fully embedded cloud communications

Gate6 CRMConnect™ for AgencyZoom leverages the App Connect by RingCentral to bring a powerful integration between RingCentral and AgencyZoom. This adapter allows users to perform essential RingCentral communication functions—such as making and receiving calls, sending messages, accessing call history, and AI-powered call transcription—directly from the AgencyZoom interface.

Benefits

1. A communication suite embedded in your AgencyZoom. Embed all of RingCentral's functionality directly into your browser and AgencyZoom allowing you to place and receive calls, send SMS, check voicemail, and access AI-generated call transcriptions -- all while managing your customers, activities, and communication records.
2. Keep systems in sync with one another. Keep your communication tool in sync with your AgencyZoom Activity records, including customer communication history and notes.
3. Always on. The Unified CRM extension allows you to place and receive phone calls even when you are not actively using your AgencyZoom, or have closed your AgencyZoom's tab in your browser.

Features

1. Click-to-call: Place calls from within your AgencyZoom using a hover-to-show tooltip to reveal a click-to-call button on any phone number, saving time and improving call efficiency.
2. Instant screen pop-up: Incoming and outgoing calls trigger screen pops with customer details and activity history enabling quality interactions.
3. Call/SMS/Voicemail log sync: Synchronize RingCentral call history into AgencyZoom Activity automatically (or manually). Logs are stored in the customer's Activity section for easy communication tracking.
4. AI Call Transcription: Automatically transcribe customer calls and sync conversation details into AgencyZoom Activity records, helping teams improve documentation, follow-ups, coaching, and customer visibility.
5. Easy Access: Connect on both Windows® and Mac®, using Google Chrome or Microsoft Edge.
6. Active call control: Control active calls on other devices.

Installing and connecting the extension to your AgencyZoom

Once the extension is installed in your browser, authorize the extension to access your AgencyZoom account. To authorize the extension and complete the setup process follow these steps:

1. Login to your AgencyZoom
2. From within your AgencyZoom, find and click the orange "RingCentral Labs" icon that should appear in the lower right-hand side of your browser window/tab.
3. In the horizontal menu, click the "more" menu, and select "Preferences."
4. From the preferences pane, look for a link to Authorize your AgencyZoom.
5. Click the link and follow all on-screen instructions.

Gate6 CRMConnect™ for AgencyZoom is ideal for organizations looking to enhance their AgencyZoom platform with robust communication capabilities provided by RingCentral.