Seamlessly integrate Zoom Phone capabilities within Servis.ai. The following features are supported by the integration.

Click to Dial – Click on phone number field across any app in Servis.ai to automatically place call via Zoom Phone.
Call Log with Recording – Automatically create call log records which show up on activity timeline of the contact along with call recording.

User Permission: Only a Servis.ai admin user can connect with Zoom Phone for Servis.ai app.

Version Qualifier: Servis.ai account with a verified Pro Version

Prerequisites

Installation and Configuration

Login to your Zoom account from the Zoom Website. Then navigate to the App Marketplace.
Search for Servis.ai and click on the app or click here.
Click Install, confirm the app permissions and choose Authorize.
You will see a success page, and the app will be available for your Zoom account. The Zoom Phone for Servis.ai app will appear under the Manage > Installed Apps section of the Zoom App Marketplace.

Enable Auto-Sync for Calls and SMS on the apps you would like to sync. E.g. Contacts app

Click on Authorize Zoom. Next, you will be taken to a popup, where you’ll need to log in to your Zoom account.
After successfully logging into your Zoom account you will be required to allow permissions for the integration. Confirm the app permissions and click on Allow:

If the popup doesn’t appear, make sure that pop-ups are enabled in your browser for the freeagent.network domain.

You can refer to this article from Google Chrome that explains how to allow or block pop-ups for specific sites.

Now that you’ve enabled this VoIP integration, you will be able to make Zoom Phone Calls inside Servis.ai.