Skill

phone

Guides Zoom Phone integrations using OAuth, REST APIs, webhooks, Smart Embed postMessage events, URI schemes, and call-history migrations. For CRM/CTI dialers, real-time call tracking, and automation.

Oauth

REST API

api-development

automation

Install

npx claudepluginhub zoom/skills --plugin zoom-skills

Tool Access

This skill uses the workspace's default tool permissions.

Preview

Implementation guidance for Zoom Phone integrations across API, webhook/event, Smart Embed, and URI-launch workflows.

Supporting Assets

RUNBOOK.mdconcepts/architecture-and-lifecycle.mdexamples/phone-api-service-pattern.mdexamples/smart-embed-postmessage-bridge.mdreferences/call-handling-patterns.mdreferences/crm-sample-validation.mdreferences/deprecations-and-migrations.mdreferences/environment-variables.mdreferences/forum-top-questions.mdreferences/smart-embed-event-contract.mdreferences/source-map.mdscenarios/high-level-scenarios.mdtroubleshooting/common-issues.md

SKILL.md

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Stats

Stars18

Forks4

Last CommitMar 11, 2026

Actions

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Zoom Phone

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).
If the user needs call records, analytics, or automation, use Phone REST API and webhooks (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.

Quick Links

Start here:

Common Lifecycle Pattern

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

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

Capture real-time events (Smart Embed events and/or webhooks).
Persist call identifiers and correlate records (call_id, call_history_uuid, call_element_id).
Apply migration-safe data mapping (v1 -> v2 -> v3) and handle renamed fields.
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 for details.

Chaining

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

Environment Variables

See references/environment-variables.md for standardized .env keys and where to find each value.