Troubleshooting the Zoom Phone for HubSpot integration

This article provides troubleshooting steps for common issues with the Zoom Phone integration in HubSpot. If you're experiencing problems such as being unable to place calls, missing call logs in contact or company records, or restricted access to call recordings, follow the guidance below to identify and resolve the issue. The steps cover common misconfigurations, including required Zoom settings, phone number formatting, and user permissions that may impact integration performance.

Learn more about using the Zoom Phone for HubSpot integration.

Troubleshooting common errors for the Zoom Phone for HubSpot integration

Fail to make calls from HubSpot

• Check whether the phone number you dialed has been transmitted to the client.
• If not, verify that the Automatically Call From 3rd Party Apps setting in the Zoom web portal is enabled.

Call log is not associated with HubSpot contact/company

• Check whether the contact’s phone number format is a valid phone number format.
• Check whether it is an internal Zoom phone user; if so, save the user’s extension number in HubSpot.

Zoom admin cannot access recordings of users under your account

• Check whether you are assigned a role with permission to access recordings in Admin > User Management > Roles > Phone.
• Learn more about accessing and sharing call recordings and changing call recording settings.