Using click-to-dial in Zoom Contact Center


 

Zoom Contact Center users can enable the click-to-dial feature to automatically dial a number by clicking on the phone number. Click-to-dial works on applications that support hyperlinks, like browsers, email/calendar clients, and Microsoft Office. These links must by tagged with the callto or tel link type for click-to-dial to work.

Important:

Learn more about making an outbound call and call controls.

Prerequisites for using click-to-dial in Zoom Contact Center

Note: You must be in the Ready or Not Ready status to make an outbound voice call.

How to enable and use click-to-dial in Zoom Contact Center

Click-to-dial in Zoom Contact Center works the same as in Zoom Phone. See the Zoom Phone click-to-dial article for instructions.

Enabling click-to-dial

  1. Type "default apps" in the Windows search bar.
  2. Click Default apps in the search results.
  3. Scroll down and click Choose defaults by link type. If you're using Windows 11, click Choose defaults by link type.
  4. Find CALLTO, click Choose a default, then select Zoom Meetings. If you already have an app assigned, click it and select Zoom Meetings.
  5. Find TEL, click Choose a default, then select Zoom Meetings. If you already have an app assigned, click it and select Zoom Meetings.

Using click-to-dial

  1. Click on a phone number located in a program that supports hyperlinks like Microsoft Office. The phone number must be properly tagged with the callto or tel protocols. Usually, you can hover the phone number to see if it's tagged.
  2. If prompted, select Zoom Meetings and select Always use this app.
  3. Click OK.
    Zoom Contact Center will dial the selected number.
  4. Click the phone icon to call the number. Learn more about making and receiving phone calls using Zoom Phone.

Using click-to-dial (web browser)

  1. Open a web browser.
  2. Click on a phone number located on a website. The phone number must be properly tagged with callto or tel protocols. You can hover a phone number to see if it's tagged.
  3. When prompted, click the option to choose an app to open the link.
    • Chrome: Click Open Pick an app. Click the check box if you want Chrome to automatically open Zoom when you click on phone numbers.
    • Firefox: Select Pick an app and click Open link. Click the check box if you want Firefox to automatically open Zoom when you click on phone numbers.
  4. If prompted, select Zoom Meetings and select Always use this app.
  5. Click OK.
    Zoom Contact Center will dial the selected number.
  6. Click the phone icon to call the number.
    Learn more about making and receiving phone calls in Zoom Phone.

Enabling click-to-dial

  1. Open FaceTime.
  2. From the main menu, click FaceTime then Preferences.
  3. Click the Settings tab.
  4. In the Default for calls field at the bottom of the window, select zoom.us.
    Note: If zoom.us is not visible in the list of options, sign out and sign back in to your macOS.

iOS

Using tap-to-dial

  1. Open a web browser.
  2. Tap on a phone number located on a website. The phone number must be properly tagged with tel. 
  3. When prompted, tap the option to open the link with Zoom.
  4. If prompted, tap Just once to only use Zoom this one time to open the tel link.
  5. (Optional) Tap Always to set Zoom as the default app to open tel links.
    Zoom Contact Center will automatically call the selected number.