Connect the right business mailboxes.
We help connect supported email accounts, including Google Workspace and Microsoft 365, and review the sender used for each workflow. Connecting an inbox and configuring a campaign are separate parts of the work.
Source: AgencyZoom: using your email ↗
Give each campaign a clear purpose.
We organize agency-approved messages around a defined audience and event: a new inquiry, quote follow-up, customer onboarding, or renewal. We configure available templates, timing, assignments, and exit conditions.
- Decide who should receive each message.
- Confirm the sender and who handles replies.
- Review unsubscribe settings and when the sequence stops.
Choose the appropriate sending method.
AgencyZoom handles individual integrated-email messages and batch sends differently. We review the intended volume and supported sending method before enabling a campaign; connecting a mailbox does not create unlimited sending capacity.
Check the customer experience.
Before launch, we test a representative record for message content, personalization, links, sender, and the next action. Ongoing help includes agreed changes to templates and timing as your agency evolves. Your agency approves the content and audience.
Verify the vendor requirements before connecting.
This guide adds workflow planning and testing considerations. It is not a substitute for the provider’s current setup instructions or confirmation of features in your account.
AgencyZoom: using your email ↗Let’s take CRM work
off your plate.
Tell us what your agency needs. We’ll discuss the next step.