The Zoom Phone integration allows you to manage calls effortlessly, combining traditional and modern communication channels. Key features include click-to-dial, inbound and outbound call management, on-screen caller information, call mute/unmute, call recordings, and call notes. By integrating telephony with digital channels in a single interface, you can offer a seamless customer experience. Agents can access complete customer conversations within one ticket and easily retrieve customer information with just a single click, improving productivity and support quality.


Installation Instructions

  1. Go to the app's configuration page on the marketplace.
  2. Click Install to begin the installation process.
  3. You will be directed to a Zoom sign-in page. Enter your Zoom email address and password, then sign in.
  4. After signing in, verify your profile information. Once confirmed, close the profile page.
  5. Click Install again to proceed to the Zoom authorization page. Grant the necessary permissions by clicking Allow.
  6. Enter your valid Freshworks CRM and Freshchat domain and API key. Click Validate to confirm the details.
  7. Once validation is successful, complete the setup by clicking Install.

Zoom Workspace:
If your Zoom phone number is not associated with a device, installing the Zoom Workspace app on your device will allow you to handle inbound and outbound calls directly through your Freshchat CRM account.

Uninstall Zoom Phone


To uninstall the app:

1. Go to Admin > Automation & Productivity > Extensibility > Apps.

2. Click Manage Apps.

3. Select Uninstall App from the Settings drop-down next to Zoom Phone CTI.

4. Enter any relevant reason for uninstalling the app. Then, click Proceed.


Zoom Phone Smart Embed app domain configuration

Before using Zoom Phone Smart Embed with your application, you must configure Zoom Phone Smart Embed in Zoom Marketplace with the Freshdesk domain where it'll be used.


You can follow these steps:

  1. On the top right of the page, click Manage.
  2. On the left side of the page, click Added Apps.
  3. Click on the name of the app, Zoom Phone Smart Embed.
  4. On the app page, click Manage to go to the Manage section, then click Configure.
  5. In the Approved Domains page, click Edit Domains.
  6. Enter the Freshdesk Domain URL.
  7. Click Add New Domain.
  8. Click Save.

A success message will appear with your approved domain.



 

 


To Remove the app from the Zoom marketplace

Go to Zoom marketplace apps > Added apps > Remove the Freshdesk for Zoom phone