Skip to main content

Minotaur Γ— Zoom Phone β€” Integration Guide

App: Minotaur Zoom Phone Integration
Published by: Minotaur Sales
Supported on: app.minotaursales.io


Overview​

The Minotaur Zoom Phone integration embeds Zoom Phone directly inside the Minotaur CRM, allowing sales teams to:

  • Click-to-call any contact's phone number without leaving the browser.
  • Access the Zoom Phone widget in-app to make and receive calls.
  • View call history β€” both account-wide and per-contact β€” pulled live from Zoom Phone.

All communication happens over Zoom's secure Embeddable Phone widget. Minotaur does not record or store call audio; call logs are fetched read-only from the Zoom Phone API.


Prerequisites​

RequirementDetails
Zoom Phone licenseYour Zoom account must have an active Zoom Phone plan. The integration uses phone-specific API scopes and will not work with a Zoom Meetings-only license.
Zoom admin configurationA Zoom admin must enable Zoom Phone and Embeddable Phone for the organization in the Zoom Admin Portal β†’ Account Settings β†’ Phone.
Zoom desktop clientZoom desktop app v5.9.0 or later must be installed and running on your computer. The browser widget routes audio through the desktop client.
Minotaur accountYou must be logged in to app.minotaursales.io and have access to Settings.

Adding the App (Install & Connect)​

  1. Open the Zoom Marketplace and find the Minotaur app. Click Install. A Zoom admin may need to approve the installation for your organization.
  2. Log in to app.minotaursales.io.
  3. Navigate to Settings β†’ Connections β†’ Zoom.
  4. Click Connect.
  5. A new browser tab opens with the Zoom OAuth authorization page. Log in to your Zoom account (if not already) and review the requested permissions:
    • user:read β€” read your Zoom user profile.
    • phone:read:list_users:admin β€” read Zoom Phone user information.
    • phone:read:list_call_logs β€” read call history from Zoom Phone.
  6. Click Allow.
  7. The tab closes and you are redirected back to Minotaur. The connection page now shows Connected with your Zoom account name and email.

Using the App​

Click-to-Call from Contacts​

  1. Open any contact record or the Contacts list.
  2. Locate a phone number field (e.g., Mobile Phone). Zoom-connected numbers display a phone icon and show "Click to call" on hover.
  3. Click the number. The Zoom Phone widget opens on the right side of the screen and automatically dials the number.

Floating Phone Button​

A phone icon in the top navigation bar opens the Zoom Phone widget at any time without a pre-filled number, allowing you to dial manually or receive inbound calls.

The floating button and click-to-call action are hidden when the Zoom integration is disconnected or the service is paused.

Call History β€” Account-Wide​

  1. Go to Settings β†’ Integration Logs β†’ Zoom.
  2. The table shows all Zoom Phone call logs for your account, including caller, recipient, direction (inbound/outbound), call type, timestamp, duration, and result.
  3. Logs are fetched live from Zoom Phone; no data is stored in Minotaur.

Call History β€” Per Contact​

  1. Open a contact record.
  2. Click the Calls tab.
  3. Minotaur fetches all Zoom Phone calls where the contact's mobile phone number was involved and displays them in the calls list alongside any manually logged calls.

Pause / Resume the Service​

  1. Go to Settings β†’ Connections β†’ Zoom.
  2. Toggle Pause service. The widget and click-to-call actions are hidden while paused.
  3. Toggle again to Resume.

Removing the App​

Remove from Minotaur​

  1. Go to Settings β†’ Connections β†’ Zoom.
  2. Click Disconnect.
  3. Minotaur immediately revokes the stored OAuth tokens and removes the integration. The Zoom Phone widget and call-history features are disabled.

Remove from the Zoom Marketplace​

  1. Log in to Zoom Marketplace β†’ Manage β†’ Installed Apps.
  2. Find Minotaur and click Remove.
  3. Zoom sends a deauthorization event to Minotaur. Upon receiving it, Minotaur deletes all stored OAuth tokens associated with your Zoom account. No other personal data is retained.

Removing from either side is sufficient to terminate the integration, but removing from both ensures a clean state.


Troubleshooting / FAQ​

"Service Paused" banner appears​

The integration is connected but paused. Go to Settings β†’ Connections β†’ Zoom and toggle Resume service.

I disconnected or my token was revoked β€” how do I reconnect?​

Go to Settings β†’ Connections β†’ Zoom and click Connect again. Complete the Zoom OAuth flow. The integration will be re-established with fresh tokens.

Call history is not loading​

  1. Confirm your Zoom account has an active Zoom Phone license.
  2. Confirm the required scopes were approved during the OAuth flow (phone:read:list_users:admin, phone:read:list_call_logs).
  3. Disconnect and reconnect (Settings β†’ Connections β†’ Zoom β†’ Disconnect β†’ Connect).

The Zoom Phone widget opens but there is no audio​

  • Ensure the Zoom desktop client v5.9.0+ is installed and running.
  • Grant the browser microphone permission when prompted (or via browser settings β†’ Site permissions β†’ Microphone β†’ allow app.minotaursales.io).

I cannot connect β€” the Zoom button is grayed out or OAuth fails​

  • A Zoom admin must enable Zoom Phone and Embeddable Phone for your Zoom organization in the Zoom Admin Portal.
  • Confirm you are authorizing with the correct Zoom account (the one that has a Zoom Phone license).

The phone numbers in the Contacts list are not clickable​

  • Verify the integration is Connected (not paused, not disconnected) in Settings β†’ Connections β†’ Zoom.
  • Ensure the contact has a value in the Mobile Phone field. Numbers in other custom fields are not currently linked to the click-to-call feature.

Data & Privacy​

Data typeHow it is used
Zoom OAuth access & refresh tokensStored securely in Minotaur's database, scoped to your user. Used only to query the Zoom Phone API on your behalf.
Zoom user profile (name, email)Displayed on the connection status card. Not shared externally.
Call historyFetched live from Zoom Phone API and displayed in the UI. Not stored in Minotaur's database.
Call audioNever accessed or stored by Minotaur.

Tokens are deleted immediately upon disconnect (from Minotaur) or upon receiving Zoom's deauthorization webhook event (from Zoom Marketplace).


Support​

For help with this integration, contact Minotaur support:

For Zoom-specific issues (Zoom Phone licenses, admin portal settings, desktop client):