Zoom Phone Integrations
Zoom Phone supports various integrations for enhanced functionality and user workflow efficiency. Although the following list is not exhaustive, some of Zoom Phone's most popular integrations are briefly outlined in the following sections.
Salesforce
Integrating Zoom Phone with the Salesforce Lightning app provides Zoom Phone users with seamless communication and collaboration natively within the Salesforce environment.
This integration empowers administrators to automate the logging of call activities and details into Salesforce records, providing a comprehensive view of interactions and contact touchpoints. Additionally, users can initiate Zoom Phone calls within the Salesforce application, using features like click-to-dial, call pop-ups, and access to recent call history. Taken holistically, this integration reduces the need for context switching between programs, enhancing user workflows and productivity.
Microsoft Teams
Zoom Phone supports two primary integrations with Microsoft Teams: Zoom's in-app integration for Microsoft Teams and Zoom Phone for Microsoft Teams.
Zoom's in-app integration for Microsoft Teams
Zoom's in-app integration for Microsoft Teams offers users easy access to core features for Zoom Meetings, Zoom Phone, and Zoom Whiteboard within the Teams client. With easy-to-access menus and interfaces that complement existing workflows, users can perform many tasks within the Teams client, with limited dependencies on the Zoom Workplace desktop app running in the background to execute some commands.
Core features of Zoom Phone with Zoom's in-app integration for Microsoft Teams include:
Place and receive calls*
Transfer/Forward Call
View Call History
Send and Receive SMS
Record call*
Access recorded calls and transcripts
Hold call
Access Voicemail
Read Voicemail Transcription
Bi-directional Presence sync
Zoom Phone for Microsoft Teams
Zoom Phone for Microsoft Teams is a direct routing as a service (DRaaS) offering that provides businesses with a strategic collaboration option by integrating Zoom Phone's PSTN services directly into the Teams client and PBX. This allows users to make and receive calls directly through the Teams interface, while utilizing Zoom Phone's telephony infrastructure alongside your company's Teams PBX system.
This service offers businesses flexibility to not only streamline communication workflows within a common application, but additionally provides an option for business continuity and disaster recovery. By offering Zoom Phone’s telephony services natively within the app, without a supplemental application or integration, users can utilize one common workflow whether Zoom Phone is being used as a primary service provider, or a secondary provider for disaster-recovery scenarios.
Slack
Zoom's in-app integration for Slack lets Zoom Phone users place calls easily from within the Slack application. The following two Zoom Phone features are available:
Initiate a Zoom Phone Call: Type /zoom call [@contact or phone number] to call another Slack user or any phone number
Call a user from a Direct Message: After clicking the Call icon within a direct message, a user can select the Phone: Zoom option. This will directly call the user over Zoom Phone
Google Workspace
The Zoom for Google Workspace add-on provides Zoom Phone users with convenient access to essential phone features within Gmail and Google Calendar. With the add-on, users can initiate Zoom Phone calls directly from either product, review recent call history, and access Google and Zoom contacts, with the option to conveniently call a contact, provided there is at least one phone number associated with their profile.
Similar to other integrations, the Zoom for Google Workspace add-on extends its features beyond Zoom Phone, with support for Zoom Meetings as well. To explore the full capabilities of both the Zoom Phone for Google Workspace integration and the comprehensive Google Workspace package, readers are encouraged to visit Zoom's support center for more information.
Bullhorn CRM
The integration with Bullhorn CRM enables users to initiate calls directly from contact records with automatic call logging. Account owners and admins can configure call and SMS logging behaviors, including options to log individual messages or consolidate conversations within a 24-hour period. The integration includes contact pop-up management controls and accurately identifies internal extensions to reduce the likelihood of unnecessary logging for internal communications. This streamlines call handling and may eliminate the need to switch between applications for making calls and logging details.
Refer to Zoom’s support article on using the Zoom Phone for Bullhorn integration.
Zoom Phone for Outreach
The integration with Outreach automatically links Zoom Phone calls to corresponding prospects based on phone numbers, with configurable options for handling multiple matches and automatic prospect creation when no match exists. All call scenarios follow the same matching logic with detailed logging, and calls originating from prospect records maintain direct linking for accurate relationship tracking. This reduces manual data entry and improves CRM accuracy for sales representatives.
Refer to Zoom’s support articles on the user guide and the admin guide for Zoom Phone for Outreach.
Zoom Phone for Hubspot
The Zoom Phone for HubSpot integration enables users to access Zoom Phone functionality directly within the HubSpot CRM platform, providing click-to-dial capabilities, automatic call logging, and comprehensive activity tracking. Users can initiate calls directly from HubSpot contact, company, deal, or ticket records, with all inbound and outbound calls automatically logged including call duration, outcome, recordings, and voicemail.
The Zoom Phone widget within HubSpot provides access to call history, voicemail messages, and SMS functionality without leaving the CRM workflow. Users can send SMS messages to up to 10 recipients at a time with automatic logging to HubSpot. The integration intelligently matches phone numbers to existing HubSpot records and can automatically create new contact records when no match is found. Call logs are automatically associated with relevant deals and tickets in addition to contacts and companies.
Refer to Zoom's support center for more information on using the Zoom Phone for HubSpot integration.
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