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Zoom Integration

In this guide we will cover:

- Enabling the Zoom Module

- Configuring the Integration



The Zoom integration can be used for call management in your Halo instance and can open the Halo call screen when answered on Zoom.


Note: Zoom Phone is required for this integration. 


Enabling the Zoom Module

To enable Zoom for call management, head to the Zoom integration and enable it.


Not sure where to find it? Head to the 'Administration Console' > 'Workspace' > 'Integrations' > 'Zoom'.


Make sure that is enabled by ensuring it is coloured, not greyed out. 


Fig 1. Zoom module.


Configuring the Integration

Next, click into the integration.


Fig 2. Call management configuration.


If you check the tick-box, then you will have a 'Call on Zoom' action button on the contact details within a ticket.


Fig 3. Call on Zoom button.


Note: This will only appear if there is an email address set for the contact. 


You will also need to select a method in which to call the user (email address or network login).


Fig 4. Setting a method to call.


Next, you need to change the default app on your device to Zoom. To do this, in your windows search bar, search: 'Default Apps'.


Fig 5. Setting the default app.


Open it up.


In the following box, search 'callto'


Fig 6. CALLTO app.


Here, it will show you your default calling app. If it is not Zoom, you will need to change this. To do this, click onto the existing 'callto' default and select Zoom and press 'select default'.


Next, head to Zoom.


You will need to head to the 'Phone' settings, then ensure that launching a URL from a call has been enabled.


Next, you'll need to copy the URL that is given in the 'Call Management' set up page. This is your halourl followed by /call?callerid=$ phonenumber 


E.G: https://yourhalourl.halocrm.io/call?showmenu=false&callerid=$phonenumber 


You can read the full details on parameters within Zoom by reading their guide here.


Once saved, incoming external calls should now pop-up the Halo new call screen when answered.


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