Elevating or inviting a call to a Zoom meeting

If you make a call using Zoom Phone, you can easily convert or elevate the phone call to a Zoom meeting. The other user can be on an external phone service, Zoom desktop client, or Zoom mobile app.

Note: If you're in a Zoom meeting while in a Zoom Phone call, you can switch between or merge the phone call and meeting.

This article covers:

• How to elevate a call to an instant meeting
• What a happens to the other participant when you elevate a call to an instant meeting
• How to invite a call to a meeting by using the meeting URL

Prerequisites for elevating or inviting a call to a Zoom meeting

• Zoom desktop client for Windows, macOS, or Linux, 5.2.0 or higher
• Zoom mobile app for Android or iOS, 5.2.0 or higher
• Zoom Phone license 
• Elevating a call using the meeting URL requires the desktop client or mobile app 5.2.0 or higher
• End-to-end (E2EE) encryption for meetings disabled
• Elevate a Call to a Meeting policy setting enabled by your admin

Note: Provisioned desk phones do not support elevating to a Zoom meeting. As a workaround, use call flip to transfer the call to the Zoom desktop client or mobile app, then follow this article to convert the call.

How to elevate a call to an instant meeting

1. Sign in to the Zoom desktop client or mobile app.
2. Make or receive a phone call using Zoom Phone.
3. Click or tap Meet using the in-call controls.
   Note:
   • If waiting room is enabled for everyone and the bypass option is enabled, the other call participant will bypass the waiting room.
   • If you added a caller to the current call, merge the two calls to start a three-way call before elevating to a Zoom meeting. If you don't merge, the meeting will only start with the active call. 

What a happens to the other participant when you elevate a call to an instant meeting

The following scenarios will happen depending on whether the other call participant is using Zoom Phone (desktop client, mobile app) or regular phone line.

• Zoom Phone (desktop client or mobile app): The other call participant will join the meeting if they accept the invite. If the user declines, the phone call will end.
• Zoom Phone (provisioned desk phone): The other call participant will automatically join the meeting using phone audio.
• External phone service: The other call participant will automatically join the meeting using phone audio.
• Three-way call: If you have a three-way call, the above points still apply.

Note: The Waiting Room is disabled by default for instant meetings and Zoom Phone calls elevated to a meeting. You can only enable Waiting Room for these meetings using the Security option in your in-meeting controls.

How to invite a call to a meeting by using the meeting URL

You can also invite a call to an existing scheduled or instant meeting by entering the meeting URL. 

1. Sign in to the Zoom desktop client or mobile app.
2. Make or receive a phone call using Zoom Phone.
3. Click or tap More using the in-call controls.
4. Click or tap Invite to Meeting.
5. Enter the meeting ID.
6. Click Invite.
   Note: If you have Waiting Room or passcode enabled for the scheduled meeting, the original call participant will have to enter the Waiting Room or passcode to join the meeting.