Zoom Phone (VoIP) Integration

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

1. Event Trigger – Zoom Phone generates a webhook for calls, SMS, or meetings.
2. Webhook Processing – Our handler receives and validates the Zoom signature.
3. Data Mapping – 50+ Zoom fields are mapped to clean Attio field names.
4. Validation – Phone numbers are validated, timestamps converted, and direction inferred.
5. Record Creation – A new record is created in your zoom_calls Attio object.
6. 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

1. Install the Zoom Phone Integration

   • In your Attio workspace, open the Apps directory.
   • Search for Zoom Phone Integration and click Install.

2. 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 metadata
     • phone:read:sms_message:admin — View SMS message content
     • phone:read:recording_transcript:admin — Access call recording transcripts
     • phone:read:voicemail:admin — Access voicemail recordings

3. 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.

Related Resources

• Attio SDK Documentation
• Zoom Phone Events Reference