Overview
The Zoom Phone and Zoom Contact Center integration connects the Neostella communication layer to Zoom cloud communications services. The integration synchronizes call events, voicemail records, audio recordings, transcripts, and multi-channel contact center interactions into Neostella records. Integration endpoints and webhooks ensure that interaction data is associated with contacts and legal projects automatically.
Integration Scope
- Zoom Phone: Embedded dialer component, bi-directional call handling, call metadata synchronization, automated contact pre-fetching on ring, and artifact linking (audio recordings and voicemail transcripts).
- Zoom Contact Center: Embedded communication panel, historical interaction timeline ingestion (calls, video, SMS, email, web chat), chat transcript storage, and interaction-level document attachments.
Requirements
- Neostella Admin access to Control Center.
- Zoom Admin access.
- Commercial Zoom account with active Zoom Phone or Zoom Contact Center service licenses.
Configuration Steps
- Open Control Center and select Integrations from the left navigation menu.
- Click the Communications module option.
- Locate the Zoom panel on the connectors overview screen.
- Click the Connect With Zoom button to initiate the authorization redirect.
- Sign in with Admin credentials on the Zoom authorization page and grant the requested application permissions.
- Click Save to complete the connector activation.
Validation
- Verify that the Zoom integration card in Control Center displays the green Connected badge.
- Make a call using the + quick action menu located in the top navigation bar and confirm that the Zoom dock dialer opens and test a call.
- Initiate the Contact Center using the
icon in the top right navigation bar and confirm the Zoom Contact Center opens.