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Phone and dialers

Zoom Phone

Calls, call logs, recordings and transcripts.

Markdown version

How it connects

  • Connected once for the workspace, by an owner.
  • Zoom Phone sends events to an address Closefinch gives you, checked against the secret token you copy from Zoom Phone.
  • Changes arrive as they happen, and it also checks on a schedule.

Calls are logged to the contact and account matched by phone number, with recordings and outcomes.

Connect it

  1. In Closefinch, open Settings → Integrations and find Zoom Phone under its category.
  2. Choose Zoom Phone and paste its secret token.
  3. Copy the webhook address Closefinch shows, and add it in Zoom Phone's webhook settings.
  4. Changes arrive as they happen, and it also checks on a schedule. You can pause it or disconnect at any time.

What the form asks for

  • Secret token: The app's Secret Token (Features → Access).
  • Account ID (optional)
  • Client ID (optional)
  • Client secret (optional)

More in Phone and dialers

Connect Zoom Phone

Sign up, then open Settings → Integrations in the app. Free for up to 3 seats, no card.

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