Zoom Contact Center CTI Connector features

This article outlines the features available when integrating Zoom Contact Center with CRM platforms such as Salesforce, ServiceNow, Zendesk, and Microsoft Dynamics 365. It covers a detailed view of the functionalities across voice, video, messaging, and other channels for each integration.

Note: This article is applicable to CTI client version V3.

Requirements for Zoom Contact Center CTI Connector features

CTI Connector feature list

 
Contact Center FeaturesFeaturesSalesforceServiceNowZendeskMS Dynamics 365
Voice
 Inbound calling
 Outbound Calling (Search Via Name )
 Outbound Calling (Search Via Phone number)
 Calling a Zoom Phone user
 Direct Transfer to an agent/Queue
 Direct Transfer to a Flow (Voice)
 Transfer to voicemail (ZCC user)
 Transfer to voicemail (ZP user)XXXX
 Direct Transfer to a ZP user
 Direct Transfer to a ZP Queue
 Warm Transfer to an agent/queue
 Warm Transfer to an flow (Voice)
 Warm Transfer to a ZP user
 
 
 
 
 
 
 

 

Phone number
Match [E164 Format]

 

Screen Pop

 

Relate to

 

Agent Notes

 

Call Disposition/Wrap up

 

Automatic Call Logging

 

Call Recording URL

Video

 
 
 
 
 
 
 
 
  X
 

Audio device selection

 
 

Zoom in/out

 
 

Screen Pop

 

Relate to

 

Agent Notes

 

Call Disposition/Wrap up

 

Automatic Call Logging

 

Call Recording URL

 

Email Address Match

 

Outbound Dialers

 
 

Preview Dialer

AI Companion

 

Live Transcriptions (Voice and Video)

 

Summaries (Incoming Engagement Preview)

AI Expert Assist

 
 

Messaging (Web Chat)

 

Inbound chat

 

Transfer to Agent/Queue

 
 

Email Address Match

 

Screen Pop

 

Relate to

 

Agent Notes

 

Call Disposition/Wrap up

 

Automatic Call Logging

 

View Chat Transcript in Post engagement/Wrap up

 
 
 

Save Chat Transcript inside CRM

XXX

Messaging (In-app chat)

 

Inbound chat

 
 
 

Email Address Match

XXXX
 

Screen Pop

XXXX
 

Relate to

XXXX
 

Agent Notes

 

Call Disposition/Wrap up

 

Automatic Call Logging

 

View Chat Transcript in Post engagement/Wrap up

 
 
 

Save Chat Transcript inside CRM

XXXX

Messaging (SMS)

 

Inbound SMS

 
 
 

Phone number match

 

Screen Pop

 

Relate to

 

Agent Notes

 

Call Disposition/Wrap up

 

Automatic Call Logging

 

View Chat Transcript in Post engagement/Wrap up

 
 
 

Save Chat Transcript inside CRM

XXXX

Messaging (Social)

 

Inbound chat

 
 
 

Email Address Match

XXXX
 

Screen Pop

XXXX
 

Relate to

XXXX
 

Agent Notes

 

Call Disposition/Wrap up

 

Automatic Call Logging

 

View Chat Transcript in Post engagement/Wrap up

 
 
 

Save Chat Transcript inside CRM

XXXX