Setting call control in 3rd-party apps

Account owners and admins can enable or disable a policy setting for call control in 3rd-party apps that use Zoom Phone. Enabling call control allows users to control calls from 3rd-party apps, including making, accepting, ending, declining, and recording calls.

3rd-party apps include those in the Zoom Marketplace.

Note: While this setting doesn't affect the click-to-dial or highlight-to-dial features with the Zoom app directly, some Marketplace apps, such as Salesforce and HubSpot, do utilize and require it to be enabled to place calls from Salesforce or HubSpot.

This article covers:

• How to enable or disable call control in 3rd-party apps (admin)
• How to manage call controls on third-party apps with Zoom app settings (user)
  • Use call controls on 3rd-party apps
  • Manage call control consent after the first call
• How to manage recording URL access within 3rd party apps

Prerequisites for setting call control in 3rd-party apps

• Pro, Business, or Education account
• Account owner or admin privileges
• Zoom Phone license

How to enable or disable call control in 3rd-party apps (admin)

Note: This policy setting can only be changed at the account level.

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Account Management then Account Settings.
3. Click the Zoom Phone tab.
4. Click the Automatically Call From 3rd Party Apps toggle to enable or disable it:
   • If enabled, users can control calls from 3rd-party apps, including making, accepting, ending, declining, and recording calls. When making a call from a 3rd-party app, Zoom will prompt the user and ask if they want to automatically make calls from the associated 3rd-party app. They can also set a duration to determine how long calls will be automatically placed for them. They can change this later in their phone settings. When making a call from the 3rd-party app, Zoom will automatically dial and call the number. If the set duration has passed, Zoom will dial the number, but not call it.
   • If disabled, users can't control calls from 3rd-party apps, including making, accepting, ending, declining, and recording calls. When making a call from a 3rd-party app, Zoom will dial the number, but not call it.

How to manage call controls on third-party apps with Zoom app settings (user)

Use call controls on 3rd-party apps

Note: This action is needed at the user level for every user using the 3rd-party app. While on a call, you will see the dialog box Allow "3rd-party app name" to manage call control actions on your behalf, asking you to make the following selection to manage your call control. You can change your selections at any time.

• Always: This option will apply to all subsequent calls and the dialog box will stop displaying.
• Once: This option will apply to your current call and will need to be selected again for your subsequent calls.
• Never: This option will not allow call control actions.

Manage call control consent after the first call

1. Sign in to the Zoom desktop app.
2. Click your profile picture then click Settings.
3. Click the Phone tab.
4. To the right of Call control, click Manage.
5. To the right of Call control from third-party apps, click the forward arrow .
6. Locate the 3rd-party app for which you want to change the duration.
7. In the Duration dropdown, change the duration and click Save.
   Note: If the duration is set to Never, the call cannot be made from third-party apps.

How to manage recording URL access within 3rd party apps

Learn more about how to share call recordings. Ensure that you have given download access.