/phone

name: build-zoom-phone-integration
description: "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."
triggers:
  - "zoom phone"
  - "phone smart embed"
  - "zoom phone api"
  - "zoom phone webhook"
  - "call history"
  - "call handling"
  - "zoomphonecall"
  - "zoomphonesms"
  - "phone crm integration"
  - "call element"

/build-zoom-phone-integration

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:

• https://developers.zoom.us/docs/phone/
• CRM sample reference: https://github.com/zoom/CRM-Sample

Routing Guardrail

• If the user needs embedded softphone behavior in a web app, use Smart Embed ([examples/smart-embed-postmessage-bridge.md](examples/smart-embed-postmessage-bridge.md)).
• If the user needs call records, analytics, or automation, use Phone REST API and webhooks ([references/deprecations-and-migrations.md](references/deprecations-and-migrations.md)).
• If the user needs click-to-dial/SMS launch from external UI, use URI schemes (`zoomphonecall://`, `zoomphonesms://`).
• If the user mixes Zoom Phone and Contact Center, chain with [../contact-center/SKILL.md](../contact-center/SKILL.md).

Quick Links

Start here: 1. [concepts/architecture-and-lifecycle.md](concepts/architecture-and-lifecycle.md) 2. [scenarios/high-level-scenarios.md](scenarios/high-level-scenarios.md) 3. [references/deprecations-and-migrations.md](references/deprecations-and-migrations.md) 4. [references/forum-top-questions.md](references/forum-top-questions.md) 5. [references/smart-embed-event-contract.md](references/smart-embed-event-contract.md) 6. [references/call-handling-patterns.md](references/call-handling-patterns.md) 7. [references/environment-variables.md](references/environment-variables.md) 8. [references/crm-sample-validation.md](references/crm-sample-validation.md) 9. [troubleshooting/common-issues.md](troubleshooting/common-issues.md) 10. [RUNBOOK.md](RUNBOOK.md) 11. [examples/smart-embed-postmessage-bridge.md](examples/smart-embed-postmessage-bridge.md) 12. [examples/phone-api-service-pattern.md](examples/phone-api-service-pattern.md) 13. [references/source-map.md](references/source-map.md)

Common Lifecycle Pattern

1. Provision account prerequisites (Zoom Phone license, admin setup, SMS readiness). 2. Create OAuth app and scopes in Marketplace. 3. Choose integration surface:

• Smart Embed (iframe + postMessage)
• REST + webhooks
• URI launch (`callto`, `tel`, `zoomphonecall`, `zoomphonesms`)

4. Capture real-time events (Smart Embed events and/or webhooks). 5. Persist call identifiers and correlate records (`call_id`, `call_history_uuid`, `call_element_id`). 6. Apply migration-safe data mapping (v1 -> v2 -> v3) and handle renamed fields. 7. Harden security (origin validation, webhook signature validation, least-privilege scopes).

High-Level Scenarios

• CRM softphone pane using Smart Embed + contact search/match callbacks.
• Click-to-call from account/contact table via `zp-make-call`.
• Call disposition workflow using `zp-save-log-event` and custom notes page.
• SMS engagement workflow with `zoomphonesms://` and `zp-sms-log-event`.
• Real-time operational board driven by `phone.*` webhook events.
• Call analytics migration from legacy call logs to call history/call elements.
• Admin automation for user/auto-receptionist/call-queue call-handling settings.

See [scenarios/high-level-scenarios.md](scenarios/high-level-scenarios.md) for details.

Chaining

• OAuth setup/token lifecycle: [../oauth/SKILL.md](../oauth/SKILL.md)
• Phone and account resources via REST: [../rest-api/SKILL.md](../rest-api/SKILL.md)
• Event delivery and signature validation: [../webhooks/SKILL.md](../webhooks/SKILL.md)
• Contact Center blended journey: [../contact-center/SKILL.md](../contact-center/SKILL.md)

Environment Variables

• See [references/environment-variables.md](references/environment-variables.md) for standardized `.env` keys and where to find each value.