Configure the Zoom Phone integration

After you install the Zoom Phone integration from AppFoundry, a Genesys Cloud administrator must add, configure, and grant access to the Zoom Genesys Cloud integration. As an administrator, complete the tasks below in order.

Prerequisites
  • If you have not yet purchased a Zoom Phone license to use this integration, contact your Genesys Cloud sales representative for assistance.
  • Integrations > Integration > All permission (included in the Master Admin role)
  • BYOC Cloud

Before you add and configure the Zoom Phone integration in Genesys Cloud, you must configure the following:

  • A SIP Trunk to PBX platform. For more information, see Setting up contact center integration.
  • A Genesys Cloud SCIM (Identity Management) connection to a SCIM provider with administrator permissions to install apps into the SCIM tenant. The following field mappings are required to ensure call transfers between Genesys Cloud and Zoom Phone work as expected: 
 Directory field SCIM field Genesys Cloud field
telephoneNumber phoneNumbers[type eq "zoomphone"].value UserProfile.contactInfo.[0].phone_other.[0].value.number

Notes:
  • You are required to own and manage the SCIM instance separate from Genesys Cloud.
  • Currently, Genesys Cloud users are unable to dial out to the PSTN via Zoom Phone. Outbound from Genesys Cloud requires a different PSTN connection.

Enable the integration in your org

  1. Click Admin.
  2. Under Integrations, click Integrations.
  3. Click Add Integrations. 
  4. In the Search box, type Zoom.
  5. Locate the card titled Zoom Phone integration.
  6. Click Install. Details about the integration appear.

Assign role 

To use the Zoom Phone integration app and view badges, users must have the Zoom Phone User and Employee roles, or any role with the Integration > zoomPhone > View and Integration > unifiedCommunications > View permissions. For more information on assigning a role, see Assign roles, divisions, licenses, and add-ons.

Users with the Integration > unifiedCommunications > View permission see badging for integration users who have been populated via SCIM.

Users with the Integration > zoomPhone > View permission can use the call transfer workflow to see presence for integration users who have been populated via SCIM.

Note: If you have a user(s) that does not use the integration and you want to hide the badging feature, remove the Integration > unifiedCommunications > View permission from the user’s roles.

Configure and activate 

Next, configure and activate the Zoom Phone integration:

  1. From the Details tab, accept the default name (Zoom Genesys Cloud integration) or type a different name.
  2. (Optional) Enter notes in the box provided.
  3. Click Save.
  4. Select the Details tab.
  5. Click the toggle so that the integration is Active.
  6. Click Yes. In approximately five minutes, or after an application reload, the integration becomes available to users.