Tips, Tricks & Best Practices

drafeedie
Mitwirkender/Mitwirkende

Inbound Calls to Zoom VOIP

We have installed the Zoom Phone integration through Hubspot market place. Is it possible to get in-browswer notifications when an inbound call is received in to the office? Ideally, it would search the hubspot database and pull up the contact with the caller's number, if it exists in our database. 


We are trying to avoid using the Zoom Caller ID, as it's picking up the caller ID from the telephone company, rather than our internal records. 

0 Upvotes
4 Antworten
LDewhurst
Teilnehmer/-in

Inbound Calls to Zoom VOIP

We recently integrated Zoom Phone with HubSpot, and while it took some trial and error, we were able to get HubSpot to pop up with a search for inbound phone numbers.  You'll need to do this for each Zoom Phone user, but I hope this helps.

Most of what Diana wrote is correct, but we had issues with the URL as it was provided by Zoom and kept getting the same screenshot you provided.  Instead we use this: 

https://app.hubspot.com/contacts/HUBSPOT ID/objects/0-2/views/all/list?globalSearchQuery==%E

0 Upvotes
drafeedie
Mitwirkender/Mitwirkende

Inbound Calls to Zoom VOIP

Hi Diana,

 

Thanks for your reply! We were hopeful that an integration for Zoom VOIP existed with similar functionality of Aircall or JustCall. It does not sound like that exists. 

 

I have seen that article and we have used this feature before with Zendesk. However, with Hubspot, we cannot get it to actually find the record associated with the Caller ID Number and pull up the profile in hubspot.

The URL that you provided pulls up this page below. Is there a way to actually get it to search + select the contact or company record that the phone number is tied to? While that is a less ideal "integration" than other VOIP tools, it may be a good option for now. 

 

drafeedie_0-1715958178868.png

 

0 Upvotes
DianaGomez
Community-Manager/-in
Community-Manager/-in

Inbound Calls to Zoom VOIP

Hi @drafeedie

 

I was looking into what you mentioned, but from all that I shared, I didn't send anything similar to the image you posted. As I mentioned before, your best bet is to reach out to Zoom Support to explore the options, as they are the providers of that integration. They might have a solution that matches what you are looking for.

 

Best,

Diana


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuraciones!

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


0 Upvotes
DianaGomez
Community-Manager/-in
Community-Manager/-in

Inbound Calls to Zoom VOIP

Hi @drafeedie

 

Thanks for reaching out to the Community!

 

Just to confirm, are you referring to this integration?

If that is the case, we don't have visibility into the settings of this integration as it was provided and is supported by them; however, I found this information:

 

- How to pop up a contact for inbound calls

Note: Calls from internal Zoom phone users will not launch the app or URL.

  1. Follow these steps to enable Launch an external app or a URL for incoming calls in the Zoom client.
  2. Enter the below URL in the input box.
    https://app.hubspot.com/discover/<Your HubSpot Account Id>/library/dashboards?objects/0-1/views/all/list?globalSearchQuery==%E
  3. (Optional) In the upper right of HubSpot, click your account name. In the dropdown menu, under your account name, identify the account name and unique Hub ID.

If this doesn't help you achieve your goal, I recommend reaching out to Zoom support for further assistance.

 

Best,

Diana


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuraciones!

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


0 Upvotes