Leveraging Zoom: Calls, SMS & Recordings

An admin connects your organization's Zoom account once, at Admin → Integrations → Zoom. Click Connect, sign in to Zoom, and approve the permissions Coeffection asks for. That single connection covers meetings, phone calls, and SMS, so you only do it one time for the whole workspace.

Calling and texting both run on Zoom Phone, which is a separate add-on to your Zoom plan. In the Zoom Admin portal (not Coeffection), open Phone System Management, add a Zoom Phone license, and assign it to the users who'll be making calls. Then provision at least one phone number and assign it to a user or a shared line. Once a user has a license and a number in Zoom, they can place and receive calls from inside Coeffection.

Not every Zoom Phone number can text out of the box. To send and receive SMS you need a number with SMS enabled. In the Zoom Admin portal, under Phone System Management → Phone Numbers, open the number you want to text from and turn on its SMS capability. In the United States, carriers also require you to register the number for business texting (this is the 10DLC brand-and-campaign registration Zoom walks you through). Registration is a one-time application; approval usually takes a few business days.

Open any contact, lead, or opportunity and use the Callaction. Coeffection places the call through your Zoom Phone number, and when you hang up it logs a call activity on that record automatically: who called whom, when, and how long it lasted. You don't have to remember to write it down, and the next person who opens the record sees the call in the history.

With an SMS-enabled number connected, open a record and use Send SMS. Type your message and send. Replies come back into Coeffection and land on the same record, so a text thread reads top to bottom like an email thread. If a text comes in from a number that isn't matched to anyone yet, you can link the thread to a lead (or any record) from the message itself, so the whole back-and-forth is attached to the right person going forward.

Call and meeting recordings attach to the record on their own once Zoom finishes processing them, so you can replay a conversation without digging around in Zoom. For video, schedule and host Zoom meetings from Calendar → Meetings; after a meeting wraps, its recording, transcript, and summary come back and attach to the meeting record. Open any contact or opportunity and you'll see every call, text, and meeting in one running history.