Zoom Phone Smart Embed Crm

• phone (primary)
• zoom-oauth
• zoom-rest-api
• zoom-webhooks

Core Architecture

1. Authenticate users/admins with OAuth.
2. Embed Zoom Phone in CRM side panel.
3. Capture Smart Embed events and correlate to CRM records.
4. Fetch call history/call element details from Phone APIs.
5. Store call outcomes, notes, and follow-up tasks.

High-Value Use Cases

• Click-to-call from account/contact table.
• Post-call disposition and notes sync.
• SMS follow-up with status tracking.
• Real-time supervisor dashboards using webhook updates.

Where to Go Next

• ../../phone/SKILL.md
• ../../phone/RUNBOOK.md
• ../../phone/references/deprecations-and-migrations.md