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Zoom Phone
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Zoom Phone AI-Powered CRM Integration

Connect Zoom Phone to Callably's AI-powered CRM. Every call is transcribed, scored, and turned into a managed lead with appointments, drip sequences, and team analytics built in.

Connect Zoom Phone Now See Setup Steps
About

Zoom Phone

Zoom Phone is a cloud phone system integrated with the Zoom platform, offering enterprise-grade voice calling with the simplicity and reliability Zoom is known for.

Key Features

  • Cloud Calling
  • Zoom Integration
  • Call Recording
  • Voicemail Transcription
  • Auto-Attendant
  • Call Queues
  • Global Coverage
AI-Powered CRM

What Callably Does With Your Zoom Phone Data

When you connect Zoom Phone to Callably, AI processes every interaction and manages your leads:

  • AI transcription and summarization of every call
  • Automatic lead creation and scoring (Hot, Warm, Cold, New)
  • Contact extraction: names, emails, and company info
  • Appointment scheduling from AI-detected intent
  • Drip sequence enrollment for automated follow-ups
  • Team member tracking and performance analytics
  • Real-time alerts for hot leads and score changes
  • Daily briefings and monthly business reports
  • CRM webhook forwarding with full enriched data
Step-by-Step Setup

How to Connect Zoom Phone to Callably

Follow these steps to get Zoom Phone syncing with Callably's AI CRM — takes under 10 minutes.

1

Create your free Callably account

Sign up at callably.co — no credit card required to start your trial.

2

Select your phone provider

In Callably, go to Settings → Phone Provider and choose your provider from the list, or use the generic webhook option.

3

Connect via webhook

Copy your Callably webhook endpoint from Settings and add it to your phone provider's webhook or integration settings. Enable call and SMS event types.

4

Configure your CRM destination

Optionally add a CRM webhook URL in Callably Settings. Callably manages your leads internally and can also forward AI-enriched data to any CRM automatically.

5

Make a test call

Place a test call on your phone number. It will appear in Callably's dashboard with AI transcription, lead scoring, and contact details extracted automatically.

Connect Zoom Phone — Start Free
CRM Options

Connect Zoom Phone to These CRMs

Choose your CRM below to see the specific integration details.

Work Management

Zoom Phone + Podio

Sync Zoom Phone calls and SMS to Podio automatically.

Enterprise CRM

Zoom Phone + Salesforce

Sync Zoom Phone calls and SMS to Salesforce automatically.

All-in-One CRM

Zoom Phone + HubSpot

Sync Zoom Phone calls and SMS to HubSpot automatically.

CRM

Zoom Phone + Zoho CRM

Sync Zoom Phone calls and SMS to Zoho CRM automatically.

Sales CRM

Zoom Phone + Pipedrive

Sync Zoom Phone calls and SMS to Pipedrive automatically.

Work Management CRM

Zoom Phone + Monday.com CRM

Sync Zoom Phone calls and SMS to Monday.com CRM automatically.

Sales CRM

Zoom Phone + Freshsales

Sync Zoom Phone calls and SMS to Freshsales automatically.

CRM

Zoom Phone + Copper

Sync Zoom Phone calls and SMS to Copper automatically.

CRM

Zoom Phone + Insightly

Sync Zoom Phone calls and SMS to Insightly automatically.

Sales CRM

Zoom Phone + Nutshell

Sync Zoom Phone calls and SMS to Nutshell automatically.

Inside Sales CRM

Zoom Phone + Close

Sync Zoom Phone calls and SMS to Close automatically.

Small Business CRM

Zoom Phone + Keap

Sync Zoom Phone calls and SMS to Keap automatically.

Marketing Automation CRM

Zoom Phone + ActiveCampaign

Sync Zoom Phone calls and SMS to ActiveCampaign automatically.

All-in-One CRM

Zoom Phone + Bitrix24

Sync Zoom Phone calls and SMS to Bitrix24 automatically.

Enterprise CRM

Zoom Phone + SugarCRM

Sync Zoom Phone calls and SMS to SugarCRM automatically.

Enterprise CRM

Zoom Phone + Microsoft Dynamics 365

Sync Zoom Phone calls and SMS to Microsoft Dynamics 365 automatically.

Sales CRM

Zoom Phone + Zendesk Sell

Sync Zoom Phone calls and SMS to Zendesk Sell automatically.

All-in-One CRM

Zoom Phone + Agile CRM

Sync Zoom Phone calls and SMS to Agile CRM automatically.

Simple CRM

Zoom Phone + Capsule CRM

Sync Zoom Phone calls and SMS to Capsule CRM automatically.

Simple CRM

Zoom Phone + Less Annoying CRM

Sync Zoom Phone calls and SMS to Less Annoying CRM automatically.

Social CRM

Zoom Phone + Nimble

Sync Zoom Phone calls and SMS to Nimble automatically.

Gmail CRM

Zoom Phone + Streak

Sync Zoom Phone calls and SMS to Streak automatically.

Real Estate CRM

Zoom Phone + Follow Up Boss

Sync Zoom Phone calls and SMS to Follow Up Boss automatically.

Real Estate CRM

Zoom Phone + LionDesk

Sync Zoom Phone calls and SMS to LionDesk automatically.

Real Estate Platform

Zoom Phone + kvCORE

Sync Zoom Phone calls and SMS to kvCORE automatically.

Real Estate CRM

Zoom Phone + Propertybase

Sync Zoom Phone calls and SMS to Propertybase automatically.

Real Estate CRM

Zoom Phone + Real Geeks

Sync Zoom Phone calls and SMS to Real Geeks automatically.

Real Estate CRM

Zoom Phone + Wise Agent

Sync Zoom Phone calls and SMS to Wise Agent automatically.

Real Estate Platform

Zoom Phone + BoomTown

Sync Zoom Phone calls and SMS to BoomTown automatically.

Real Estate CRM

Zoom Phone + Sierra Interactive

Sync Zoom Phone calls and SMS to Sierra Interactive automatically.

Financial CRM

Zoom Phone + Redtail CRM

Sync Zoom Phone calls and SMS to Redtail CRM automatically.

Financial CRM

Zoom Phone + Wealthbox

Sync Zoom Phone calls and SMS to Wealthbox automatically.

Field Service CRM

Zoom Phone + ServiceTitan

Sync Zoom Phone calls and SMS to ServiceTitan automatically.

Field Service CRM

Zoom Phone + Jobber

Sync Zoom Phone calls and SMS to Jobber automatically.

Field Service CRM

Zoom Phone + Housecall Pro

Sync Zoom Phone calls and SMS to Housecall Pro automatically.

Automation Platform

Zoom Phone + Zapier

Sync Zoom Phone calls and SMS to Zapier automatically.

Automation Platform

Zoom Phone + Make / n8n

Sync Zoom Phone calls and SMS to Make / n8n automatically.

Frequently Asked Questions

How does the Zoom Phone integration work?
Callably connects to your Zoom Phone account to receive call and SMS events in real-time. Each event is processed, enriched with AI transcription and summaries, and forwarded to your CRM via webhook. Everything happens automatically.
Does Callably support Zoom Phone call recordings?
Yes. Callably automatically downloads, compresses, and stores your Zoom Phone call recordings. Each recording is then transcribed using AI, and both the recording URL and transcription are sent to your CRM.
Can I use Zoom Phone with multiple CRMs?
Callably forwards your Zoom Phone data to your configured CRM webhook endpoint. You can change your CRM destination at any time through your Callably settings.
Is Zoom Phone data processed in real-time?
Yes. Callably processes Zoom Phone events as they happen using webhooks for inbound events. Your CRM receives the data within seconds of a call or SMS occurring.
How much does the Zoom Phone integration cost?
Callably offers a free trial to test the integration. After the trial, affordable plans are available based on your usage. The Zoom Phone integration is included in all plans at no extra cost.

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AI-powered lead management, appointment scheduling, drip sequences, and team analytics — all from your phone system. Set up in minutes.

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