Dialpad + Zoom
    • 21 May 2024
    • 2 Minutes to read
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    Dialpad + Zoom

    • Dark
    • PDF

    Article summary

    Combine your productivity tools and get work done. You can start Zoom meetings with the click of a button from within Dialpad. With easy access to join, you can seamlessly switch from Dialpad to Zoom to hold your meeting. 

    Let's dive into the details

    Who can use this feature
    Dialpad’s Zoom integration is currently available to Ai Contact Center and Ai Sales customers, as well as Ai Voice users on a Pro or Enterprise plan. 

    Enable the Integration

    Before you're able to enable the Zoom integration on an office level, you'll need to enable it for your company.   

    Head to your Admin Settings from Dialpad.com 

    1. Select My Company
    2. Select Integrations
    3. Navigate to Zoom 
    4. Select Options
    5. Select Connect
    6. Follow the Zoom authentication prompts and select Allow 

    🗒️ Note:
    Companies with only one Office can enable Zoom from the Integrations section of their Office Settings.

    Start a Zoom Meeting

    Zoom meetings can be started from the 'Make a Call' button, or from the Video Call icon within the contact view. Let's go over each method.

    Using Make a Call

    To place a Zoom call from the Make a Call menu:

    1. Select the video icon
    2. Enter the phone number or Contact name 
    3. Select Send

    Using the Contact View

    1. Choose any contact in Dialpad
    2. Click the dropdown on the video icon
    3. Select Zoom

    You can also type /zoom in the chat window to generate a zoom invite card.

    Join a Zoom Meeting

    Joining a Zoom meeting couldn't be easier.

    • For users within Dialpad, simply click Join call within the conversation
    • For PSTN invite recipient(s), a Zoom meeting URL would be sent over text message (US/CA only).
    • Zoom must be installed on the desktop in order to launch the call.

      After the call ends, the invitation card automatically updates to show that the call has ended.

    Disable the Zoom Integration

    To disable the integration for all users, head to your Company Settings. 

    1. Select Integrations
    2. Navigate to Zoom
    3. Select Options
    4. Select Disable

    Frequently Asked Questions (FAQs)

    Do I have to be the Zoom Admin to enable the integration?

    Yes. You’ll need to be a Zoom and Dialpad Admin to enable the integration. Individual users do not have to be Admins. 

    My user is unable to send out invites. What could be wrong?

    We check for a user's account based on email. Please confirm that their email address in Dialpad matches the one they have in Zoom. 

    Do Zoom meetings appear in Dialpad Analytics?

    Zoom meetings will only appear in Dialpad Analytics if you dial in to your Zoom meeting's audio from Dialpad using a phone access number. If you connect to audio through the Zoom app or web app they will not show up in Dialpad Analytics.  

    I’m not based in the US/Canada. Why can’t I send an invite to a PSTN number?

    Dialpad currently supports texting within the US/CA only

    Can I start Zoom meetings using my Dialpad mobile app?

    Yes! While we don’t have a quick start button, conference invites can be sent out by sending a /zoom message on mobile. 

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