Helps implement Zoom Phone connections with CRM systems and web apps. Covers embedded calling, call history, call and SMS launch links, and automated call handling, with guidance on authentication, event processing, and security checks.
Reference skill for Zoom Phone. Use after routing to a phone workflow when implementing OAuth, Phone APIs, webhooks, Smart Embed events, URI schemes, CRM or CTI dialers, or call handling automation.
Review the instructions the agent will receive before you install.
Background reference for Zoom Phone integrations across API, webhook, Smart Embed, and URI-launch workflows.
Implementation guidance for Zoom Phone integrations across API, webhook/event, Smart Embed, and URI-launch workflows.
Official docs:
zoomphonecall://, zoomphonesms://).Start here:
callto, tel, zoomphonecall, zoomphonesms)call_id, call_history_uuid, call_element_id).zp-make-call.zp-save-log-event and custom notes page.zoomphonesms:// and zp-sms-log-event.phone.* webhook events.See scenarios/high-level-scenarios.md for details.
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Review a design or web page against WCAG 2.1 AA, an accessibility standard. Organize findings on contrast, keyboard access, forms, and screen reader behavior, with severity levels and practical recommendations for fixes.
Build a single brief on an existing customer using available sales records, emails, documents, call notes, and internal chat. Understand the current situation, key contacts, recent discussions, and gaps that may need attention.
Build or refresh a strategic customer account plan from sales records, emails, and meeting transcripts. Organize goals, stakeholders, growth opportunities, risks, and dated actions into a document, then sync approved highlights to the customer relationship management system.
Research prospective companies and contacts, check existing customer records, and assess fit against your ideal customer profile. Receive a sourced brief covering recent developments, likely priorities, outreach talking points, and a suggested next step.
Research sales accounts using Common Room data to summarize company details, buying signals, ownership, and key contacts. Answer specific questions directly or prepare a broader briefing with evidence-based next steps, clearly identifying missing information.
Score and group accounts by customer fit and engagement, such as recent contact and open sales opportunities. Identify where to focus sales effort, choose next actions, and spot promising accounts with neglected outreach or missing information.