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Setting up your phone.com agency account

Customer knowledge baseIntegrationsPhone.com

Authenticating and Setup

Follow these easy steps.

  1. Navigate to your Agent Platform.

  2. Click your avatar or initials and then click "Agency Settings".

  3. Find and click the "Integrations" tab.

  4. Locate "Phone.com" and click "Connect account"

  5. This will take you to a phone.com authentication page where you will enter your phone.com credentials.

  6. One successful authentication you will be redirected back to the CRM.