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Setting Up a Zoom Phone Integration
Setting Up a Zoom Phone Integration

Documentation for creating, tracking and disconnecting your Zoom account data from OneUp.

Tom Moverley-Foster avatar
Written by Tom Moverley-Foster
Updated over 2 years ago

Installation

If you have a Zoom Phone account in your business and wish to integrate this with OneUp, send a message either to our support chat (found at the bottom right of the site), or by reaching out to your Customer Success Manager. From there, we'll be able to request relevant details to connect OneUp to Zoom Phone. Please note, setting up a new integration does come with a charge, and a quote for this will be given after your enquiry is received.

During this process, you will need to authorise Zoom Phone to send data to OneUp (we'll explain this to you in more detail during the setup).

Usage

Once the above setup is done, we will be able to start retrieving your data from Zoom. The data we can retrieve from Zoom Phone includes:

  • Inbound/Outbound number of calls,

  • Inbound/outbound talk time.

You will then be able to view your data inside OneUp for use in reports, on your consultants' dashboards, and set targets against them, and also see the data in slideshows, leagues, missions and challenges.

Uninstallation

If you no longer wish to use the Zoom Phone integration, let us know. We will remove the integration and remove any data that you no longer need.

You can also uninstall using the Zoom Marketplace:

  1. Log in to your Zoom Account and navigate to the Zoom App Marketplace.

  2. Click Manage > Installed Apps or search for the OneUp Sales Zoom Phone Integration app.

  3. Click the OneUp Sales Zoom Phone Integration app.

  4. Click Uninstall.

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