The Zoom Phone integration provides your firm with real-time communication tools from anywhere in Neos. Each Neos user must log in using their own Zoom Phone account.
Contact your Customer Success Manager or [email protected] to request this paid integration.
Using this integration,
Outgoing calls can be made inside Neos using the Zoom Phone widget
Incoming calls can be seen and answered from the Zoom Phone widget
Calls are automatically matched to cases and contacts by phone number and displayed in a screen pop (keeping you well-informed before answering a call)
Callers that don't exist in Neos can be instantly created
Caller Details can be immediately captured
Contacts with a phone number in Neos can be automatically dialed
NOTE: Your firm must already have a Zoom Phone license with the Zoom Phone integration configured and the client version of 5.9.0 or higher. Contact Zoom to learn more about their pricing options.
When the integration is enabled for your firm, a telephone icon will display on the top right of Neos.
For the initial setup, complete the following steps:
Click the telephone icon and Sign In to connect your Zoom Phone account with Neos.
Enter your Zoom Phone account Email Address and Password and click Sign In.
A Sign In Successful screen will display for 5 seconds and will then close automatically. Your firm's Zoom Admin must configure the Zoom Phone Smart Embed app with the domain where it will be used (e.g., https://app.neos-cloud.com). Click here for instructions from Zoom.
NOTE: When adding the Zoom Phone Smart Embed app (using the instructions from the link above), you may be prompted with additional messaging. Select the option to add the app for users, ensuring access for those who need it.
When the connection is complete, the Zoom Phone window will close. Return to Neos to see the Zoom Phone widget.
NOTE: If up to two users are logged in with the same Zoom Phone credentials, the last logged-in user will receive the following message window. Clicking Allow will let the 2nd user make or receive a call but the widget will update for both users (e.g., if the 1st user is making an outbound call, it will also show for the 2nd user), which is why we recommend that each staff log in using their own Zoom Phone credentials. The Zoom Phone widget in Neos will not properly function if more than 2 users are logged in with the same credentials.
Refer to Using Zoom in Neos for details on making and receiving calls, caller details, and the ability to search for Neos contacts or add a new Intake directly from the Zoom widget.