> ## Documentation Index
> Fetch the complete documentation index at: https://help.berocker.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Zoom Phone

> Send and receive SMS/MMS and sync call history from Zoom Phone, and place calls from inside BeRocker.

The Zoom Phone integration lets BeRocker **send and receive SMS/MMS**, **sync call history and
recordings**, and **place calls** — either in the browser or by handing the call off to the Zoom
desktop app.

<Info>
  You need a **Zoom Phone** licence, not just a Zoom meetings account.
</Info>

***

## Two ways to connect

Go to **Settings → Integrations → Zoom Phone**.

<Tabs>
  <Tab title="Connect Zoom (recommended)">
    Click **Connect Zoom**. You are sent to Zoom to authorise BeRocker, and back again when it is
    done. Nothing to copy and paste.
  </Tab>

  <Tab title="Manual setup">
    Click **Manual setup** to connect using your **own** Zoom app instead of the Marketplace
    authorisation. Use this when your Zoom admin requires an internal app.
  </Tab>
</Tabs>

***

## Manual setup, step by step

<Steps>
  <Step title="Create a Server-to-Server OAuth app">
    In the [Zoom App Marketplace](https://marketplace.zoom.us/develop/create), create a
    **Server-to-Server OAuth** app.
  </Step>

  <Step title="Grant the Zoom Phone scopes">
    Phone and phone SMS, **read and write**.
  </Step>

  <Step title="Activate the app and copy its credentials">
    You need the **Account ID**, **Client ID** and **Client Secret**.
  </Step>

  <Step title="Paste them into BeRocker">
    **Settings → Integrations → Zoom Phone → Manual setup**. Set **Status** to Active.

    Credentials are verified with Zoom before they are saved, so a typo fails immediately rather
    than silently.
  </Step>

  <Step title="Add the Webhook Secret Token">
    From your Zoom app's **Feature** tab. Without it, BeRocker cannot receive SMS and call events.

    <Warning>
      Save the Webhook Secret Token in BeRocker **before** validating the subscription in Zoom, or
      Zoom's validation will fail.
    </Warning>
  </Step>

  <Step title="Add the event subscription in Zoom">
    In your Zoom app, open **Feature → Event Subscriptions**, add a subscription using the webhook
    URL that BeRocker shows on this modal, and validate it.

    Subscribe to the Zoom Phone **SMS**, **call history**, **recording** and **voicemail** events.
  </Step>

  <Step title="Save & Verify">
    Back in BeRocker.
  </Step>
</Steps>

***

## Using it

Once the integration is Active, each agent adds their Zoom Phone number in
**Settings → Profile → User Contacts**:

* One entry with **Channel = Call**
* One entry with **Channel = SMS** (the same number added a second time)
* **Provider = Zoom**
* Tick **Is Default?** on the ones that should be their main line

See [Profile](/settings/profile).

### In-browser calling

If your organization has the **Zoom Phone Smart Embed** softphone enabled, calls can be placed
directly inside BeRocker. If it is not enabled, BeRocker hands the call off to the Zoom desktop app
instead — the call still gets recorded against the conversation either way.

***

## Disconnecting

**Disconnect** on the Zoom Phone card removes the connection and requires re-authorisation to use
it again.

<Warning>
  Disconnecting stops SMS and call sync for everyone on the account, and any agent whose default
  contact is a Zoom number will not be able to message customers until they switch provider.
</Warning>

***

## Troubleshooting

| Symptom                                              | Check                                                                                        |
| ---------------------------------------------------- | -------------------------------------------------------------------------------------------- |
| Credentials rejected on save                         | The app must be **activated** in the Zoom Marketplace and have the phone + phone SMS scopes. |
| Zoom webhook validation fails                        | Save the Webhook Secret Token in BeRocker first, then validate in Zoom.                      |
| Calls happen but nothing appears in the conversation | The call-history and recording events are not subscribed.                                    |
| Inbound SMS goes to Interactions                     | The number is not registered as a user contact for the agent.                                |
| Cannot call from the browser                         | Zoom Phone Smart Embed is not enabled for the organization — calls hand off to the Zoom app. |

***

## Related

<CardGroup cols={2}>
  <Card title="Integrations" icon="plug" href="/settings/integrations">
    All providers in one place.
  </Card>

  <Card title="Profile" icon="user" href="/settings/profile">
    Point your number at Zoom.
  </Card>
</CardGroup>