Why Use This Integration?
Automatically log every Zoom Phone call and SMS message in your Attio workspace with real-time sync and intelligent data mapping.
- Never Miss a Customer Interaction – Every call and text is automatically logged in Attio moments after they happen.
- Complete Communication History – Get a unified view of all customer touchpoints across calls and SMS in one place.
- Zero Manual Data Entry – Eliminate the tedious task of logging call outcomes and message details manually.
- Smart Direction Detection – Automatically identify inbound vs outbound communications for better pipeline insights.
Key Features
Feature | Description |
---|---|
Real-time Call Tracking | Captures ringing, answered, missed, rejected, and ended calls instantly |
SMS Message Sync | Syncs both sent and received text messages with full content and attachments |
Meeting Integration | Automatically logs Zoom meeting creation with participant details |
Intelligent Field Mapping | Maps 50+ Zoom fields to your Attio objects with proper data type conversion |
Phone Number Validation | Filters out internal extensions and validates international numbers |
Direction Detection | Smart logic determines inbound/outbound based on user IDs and event types |
Architecture / How It Works
Event Flow
- Event Trigger – Zoom Phone generates a webhook for calls, SMS, or meetings.
- Webhook Processing – Our handler receives and validates the Zoom signature.
- Data Mapping – 50+ Zoom fields are mapped to clean Attio field names.
- Validation – Phone numbers are validated, timestamps converted, and direction inferred.
- Record Creation – A new record is created in your
zoom_calls
Attio object. - Error Handling – Failed requests are logged with full debugging information.
Prerequisites
Before setting up the integration, make sure you have:
- Attio Workspace with API access
- Zoom Phone Account with webhook capabilities
- Attio Object named
zoom_calls
with the required fields - Webhook Endpoint configured in your Zoom App (this will be set up for you)
Setup & Configuration
Install the Zoom Phone Integration
- In your Attio workspace, open the Apps directory.
- Search for Zoom Phone Integration and click Install.
Authenticate with Zoom
- During installation, you’ll be redirected to Zoom’s OAuth consent screen.
- Grant the following scopes so Attio can receive webhook events:
phone:read:call:admin
— View call metadataphone:read:sms_message:admin
— View SMS message contentphone:read:recording_transcript:admin
— Access call recording transcriptsphone:read:voicemail:admin
— Access voicemail recordings
Complete Setup
- After you approve the scopes, Attio securely stores your OAuth credentials.
- The integration is now active—no further manual configuration is needed.
Behind the Scenes
- OAuth Registration: Attio’s integration automatically registers your Zoom OAuth credentials and subscribes to the selected phone scopes.
- Webhook Delivery: When a Zoom Phone event occurs (e.g., call ended, SMS received, voicemail left), Zoom sends a webhook payload to Attio’s endpoint.
- Event Processing: Attio validates the webhook signature, maps 50+ Zoom fields to your
zoom_calls
object schema, and applies phone‑number and timestamp validation. - Record Creation: Validated data is written into your Attio workspace as new or updated records in the
zoom_calls
object. - Error Handling: Any processing errors are logged with full debugging details so you can monitor and troubleshoot as needed.
Real‑World Use Case
Sales Team at TechCorp
Sarah, a sales rep, receives a call from a prospect at +1-555-0123. The call rings for 10 seconds before she answers and talks for 5 minutes about a product demo.
Without Integration:
- Sarah manually logs the call in Attio after hanging up
- Risk of forgetting details or incorrect timing
- No automatic connection to contact records
With Integration:
- Call automatically appears in Attio as
Callee Answered 7528...
- Direction marked as
inbound
- Timestamps for ringing, answered, and end times recorded
- Phone numbers validated and formatted
- (Some downstream action happens, like a Slack message is sent, a new Task is assigned, etc)
Result: 100% call capture, accurate timing, more time for selling
FAQ
Q: Does this work with Zoom Basic accounts?
A: No. You need Zoom Phone (paid add-on) for webhook access.
Q: Can I customize which fields are synced?
A: Yes. Custom mappings are fully supported.
Q: Does this sync historical data?
A: No. This integration is real-time only.