Overview
The Zoom Phone integration allows you to connect your Zoom Phone system directly to SalesExec. Once configured, users can place and receive calls through SalesExec, similar to a SIP phone experience.
This setup is quick and requires only two key inputs:
Your Zoom Phone protocol (link)
Your +1 phone number
Prerequisites
Before getting started, ensure you have:
An active Zoom Phone account
Your Zoom Phone protocol (provided by your admin or Zoom settings)
A valid +1 phone number assigned to your Zoom Phone user
Setup Instructions
Step 1: Enter Your Zoom Phone Details
Navigate to More > Settings > Integrations
Locate the Zoom Phone integration option
Enter the following:
Protocol (Link): Paste your Zoom Phone protocol
Phone Number: Enter your +1 number
Step 2: Connect from the Pull Page
Go to the Pull Page in SalesExec
Pull a lead
Step 3: Grant Permissions
On your first connection attempt, Zoom will prompt you to authorize access
Click Allow to grant permissions
Once permissions are approved, the integration is fully connected.
How It Works
After setup:
Calls are initiated directly from SalesExec
Zoom Phone functions as a SIP-based connection
No additional login steps are required after initial authorization
Troubleshooting
If you experience issues connecting:
Double-check that your protocol link is correct
Ensure your +1 number is properly formatted
Confirm that you granted permissions during the first connection
Summary
The Zoom Phone integration provides a lightweight, SIP-style calling experience inside SalesExec. With minimal setup, users can quickly enable calling and streamline their workflow.