Zoom Phone is a cloud-based phone system that can integrate voice and messaging capabilities directly in Neos. Users can initiate and receive phone calls without leaving the Neos application via the Zoom Phone Smart Embed. Incoming and outgoing calls show a list of cases and contacts if the phone number matches any records in the system. Call logs are automatically added as records in the Communications Tab. A note will be created and matched to Staff as applicable. Refer to Assigning Calls for specific criteria.
Contact your Customer Success Manager or [email protected] to request this paid integration.
Requirements:
Zoom Phone license (choose any of the three(3) plans)
Enable Automatic Calling for users from a third-party application. To enable:
• Sign in to the Zoom web portal as an administrator with the privilege to edit account settings.
• In the navigation menu, select Account Management, then Account Settings.
• Choose the Zoom Phone tab.
• Enable the toggle for Automatically Call From Third Party Apps.
