✔️Integrations Overview

Extend Zoom Phone functionality by integrating with CRM systems, collaboration tools, calendar applications, and business software to streamline workflows.

⏱️ Estimated Time: Varies by integration (15 minutes - 2 hours)

👤 Who's This For

Zoom Phone administrators looking to enhance productivity by connecting Zoom Phone with existing business tools.

💼 Use Case

Use this guide to understand available integrations, choose the right tools for your organization, and improve user adoption by embedding Zoom Phone into existing workflows.

✔️ Prerequisites

  • Admin access to Zoom web portal

  • Admin access to third-party applications you want to integrate

  • Understanding of your organization's tech stack

  • User requirements and workflow needs identified

Understanding Zoom Integrations

Zoom Phone integrates with hundreds of business applications through the Zoom App Marketplace. Integrations enable:

  • Click-to-dial from CRM and business apps

  • Automatic call logging to customer records

  • Screen pops showing caller information

  • Calendar integration for presence and availability

  • Unified communications within collaboration platforms

  • Workflow automation through API connections

Access: Browse all integrations at marketplace.zoom.us

CRM Integrations

Connect Zoom Phone with your CRM for seamless customer communication.

Salesforce

Features:

  • Click-to-dial from any phone number in Salesforce

  • Automatic call logging to contact records

  • Screen pop showing contact/account/case when call comes in

  • Call disposition and notes sync to Salesforce

  • Integration with Salesforce Lightning and Classic

Setup:

  1. Install Zoom Phone app from Salesforce AppExchange

  2. Navigate to Advanced > Integration in Zoom web portal

  3. Configure Salesforce connection

  4. Assign Zoom Phone permissions in Salesforce

  5. Users access phone from Salesforce sidebar

Best For: Sales teams, customer success, support departments using Salesforce

Microsoft Dynamics 365

Features:

  • Embedded dialer in Dynamics interface

  • Call recording attached to customer records

  • Automatic activity logging

  • Click-to-dial from any entity (contact, lead, account)

Best For: Organizations standardized on Microsoft ecosystem

HubSpot

Features:

  • In-app calling from HubSpot contacts

  • Automatic call logging and recording

  • Call transcription saved to contact timeline

  • Integration with HubSpot workflows

Best For: Small to mid-size businesses using HubSpot for sales and marketing

Zendesk

Features:

  • Call customers directly from support tickets

  • Screen pop with ticket information on inbound calls

  • Automatic ticket creation from calls

  • Call recordings attached to tickets

Setup:

  1. Install Zoom Phone for Zendesk from Zoom Marketplace

  2. Configure in Advanced > Integration

  3. Authenticate Zendesk account

  4. Agents access phone within Zendesk sidebar

Best For: Customer support teams using Zendesk

Collaboration Platform Integrations

Embed Zoom Phone into your team's primary collaboration tool.

Microsoft Teams

Features:

  • Make/receive Zoom Phone calls from within Teams

  • Teams presence integration

  • Call history sync

  • Click-to-dial from Teams contacts

  • Voicemail access in Teams

Setup:

  1. Install Zoom Phone for Microsoft Teams from Teams app store

  2. Configure in Zoom web portal

  3. Users authenticate within Teams

  4. Access Phone tab in Teams left sidebar

Requirements:

  • Requires specific Zoom Phone license tier

  • Teams admin approval for installation

Best For: Organizations using Teams as primary collaboration hub

Slack

Features:

  • Start calls via slash commands (/zoom phone)

  • Call history and recording links posted to channels

  • Screen pop with caller's Slack profile

  • Integration with Slack workflows

Setup:

  1. Install Zoom Phone for Slack from Slack App Directory

  2. Authenticate with Zoom account

  3. Configure channel notifications

  4. Users use /zoom phone commands

Best For: Organizations using Slack for team communication

Google Workspace

Features:

  • Click-to-dial from Gmail contacts

  • Google Calendar integration for presence

  • Call from Google Contacts

  • Chrome extension for one-click calling

Setup:

  1. Install Zoom Phone Google Workspace add-on

  2. Enable in Advanced > Integration

  3. Users authorize Google account connection

  4. Access phone from Gmail sidebar

Best For: Organizations using Google Workspace (Gmail, Calendar, Contacts)

Help Desk & ITSM Integrations

Streamline support operations with integrated calling.

ServiceNow

Features:

  • Call users directly from ServiceNow incidents/requests

  • Automatic incident creation from calls

  • Screen pop with user information

  • Call details logged to tickets

Setup:

  1. Install Zoom Phone for ServiceNow app

  2. Configure ServiceNow connection in Zoom portal

  3. Map Zoom Phone fields to ServiceNow fields

  4. Test call flow and ticket creation

Best For: IT support teams, enterprise service management

Jira Service Management

Features:

  • Click-to-dial from customer requests

  • Call logging to issues

  • Integration with Jira workflows

Best For: Technical support teams using Atlassian tools

Calendar & Scheduling Integrations

Sync calendars for accurate presence and availability.

Microsoft Outlook

Features:

  • Outlook plugin for scheduling Zoom Phone meetings

  • Calendar integration for presence status

  • Click-to-dial from Outlook contacts

  • Voicemail notifications in Outlook

Setup:

  1. Download Outlook plugin from Zoom website

  2. Install on user workstations

  3. Configure plugin settings

  4. Users access Zoom Phone from Outlook ribbon

Available: Outlook plugin and Outlook Web add-in

Google Calendar

Features:

  • Calendar sync for availability status

  • Google Contacts integration for click-to-dial

  • Chrome extension for quick calling

Setup:

  1. Enable Google Calendar in Advanced > Integration

  2. Users connect their Google accounts

  3. Calendar events automatically update presence

Office 365

Features:

  • Office 365 calendar sync

  • Presence integration

  • SSO authentication support

Setup:

  1. Configure Office 365 in Advanced > Integration

  2. Enable SSO if applicable

  3. Users authorize calendar access

Authentication & Identity

Single Sign-On (SSO)

Supported Providers:

  • Okta

  • Azure AD

  • OneLogin

  • Ping Identity

  • Any SAML 2.0 provider

Benefits:

  • Centralized user authentication

  • Automatic user provisioning

  • Enhanced security

  • Simplified user access

Setup:

  1. Navigate to Advanced > Single Sign-On

  2. Configure SAML 2.0 settings

  3. Enter IdP metadata

  4. Test SSO connection

  5. Enable for all users

Best For: Enterprises requiring centralized identity management

Workflow Automation

Zapier

Features:

  • Connect Zoom Phone to 5,000+ apps

  • Automate workflows without coding

  • Trigger actions based on call events

  • Create custom integrations

Example Use Cases:

  • Add missed call to Google Sheets

  • Create Slack notification for voicemail

  • Log calls to Airtable

  • Send SMS via Twilio after call ends

Setup:

  1. Create Zapier account

  2. Search for Zoom Phone in Zapier

  3. Choose trigger (new call, new voicemail, etc.)

  4. Configure action in target app

  5. Test and enable Zap

Best For: Custom workflows, connecting apps without native integration

API & Webhooks

Features:

  • REST API for custom development

  • Webhooks for real-time event notifications

  • Programmatic control of phone features

Use Cases:

  • Custom reporting dashboards

  • Integration with proprietary systems

  • Automated provisioning workflows

  • Third-party application development

Access: marketplace.zoom.us/docs

Setting Up Integrations

General Setup Process

1

Identify Integration Needs

  • Survey users on their primary tools

  • Identify workflow bottlenecks

  • Prioritize integrations by impact

2

Access Integration Settings

  • Navigate to Advanced > Integration in Zoom web portal

  • Or browse Zoom App Marketplace

3

Install Integration

  • Click integration name

  • Click Install or Add

  • Authenticate with third-party app

  • Grant required permissions

4

Configure Settings

  • Map data fields between systems

  • Set notification preferences

  • Configure user access

  • Customize behavior

5

Test Integration

  • Make test calls

  • Verify data sync

  • Check screen pops work

  • Validate call logging

6

Train Users

  • Demonstrate integration features

  • Share documentation

  • Provide use case examples

  • Offer hands-on practice

7

Monitor & Optimize

  • Track adoption metrics

  • Gather user feedback

  • Adjust configuration as needed

  • Add integrations based on requests

💡 Integration Best Practices

See Details

Start with High-Impact Integrations Focus on tools users spend the most time in. CRM and collaboration platforms typically provide the most value.

Pilot Before Rolling Out Test integrations with small pilot group first. Identify issues and refine configuration before organization-wide deployment.

Document Use Cases Create simple guides showing how integrations solve real problems. "How to log calls in Salesforce" beats generic feature lists.

Don't Over-Integrate More isn't always better. Too many integrations create confusion and maintenance burden. Focus on quality over quantity.

Keep Integrations Updated Regularly review installed integrations. Remove unused ones and update configurations as business needs change.

🚀 Quick Wins

See Details

Enable Calendar Integration First Calendar sync for presence is low-effort, high-value. Users immediately benefit from accurate availability status.

Integrate Primary CRM If 80% of your team uses Salesforce, integrate it first. Saves time and increases data quality over manual call logging.

Set Up SSO Early SSO simplifies user onboarding and enhances security. Configure before go-live to avoid password management headaches.

Use Zapier for Quick Wins Need a custom workflow fast? Zapier can connect systems in minutes without waiting for IT development resources.

⚠️ Common Integration Issues

See Details

Integration not appearing in app → Verify integration is installed and enabled in Zoom web portal. Check user has proper permissions in both Zoom and third-party app.

Calls not logging to CRM → Confirm field mapping is correct. Check that user is authenticated in both systems. Verify API permissions are granted.

Screen pop not showing → Ensure caller ID matches format in CRM (check for country code, formatting differences). Test with known contact first.

SSO authentication fails → Verify SAML configuration matches between Zoom and IdP. Check certificate is current. Test with admin account first before rolling to users.

Calendar sync not updating presence → Verify user authorized calendar access. Check time zones match between calendar and Zoom. Ensure calendar events have correct busy/free status.

🎯 Integration Strategy

✨ Recommended integration rollout:

Phase 1: Foundation (Week 1)

Phase 2: Collaboration (Week 2-3)

Phase 3: Operations (Week 4+)

Ongoing:

Next: Congratulations! You've completed the Zoom Phone knowledge base. Continue optimizing your deployment based on user feedback and analytics.

Need Help? Browse Zoom Marketplace | View integration documentation

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