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Welcome to the Customer Success Forum!

Welcome to the Customer Success Forum! This is a collaborative place for Zoom users to share customer success stories, learn about upcoming events, and exchange use cases for helpful ways to use Zoom features.

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Latest Posts Trending Posts Solved Unanswered

Zoom events Marketo integration stopped working

HI, for some reason even though we did not change anything the Marketo integration we had with Zoom events stopped working. We're getting this error: [{"code":"10033","message":"token_not_found"}]} We have several hubs and the issue persists on all o... Show more

HI, for some reason even though we did not change anything the Marketo integration we had with Zoom events stopped working. We're getting this error: 

[{"code":"10033","message":"token_not_found"}]}

 

 

We have several hubs and the issue persists on all of them. Zoom event support sent us to look for information on their documentation or goole but there's literally no mentions of this error nowhere and we don't know what causes it and how to fix it. Anyone knows that to do? It's kind of urgent


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Streamlining Your Work with Workflow Automation

Workflow automation is a software-driven process that automates tasks through rules or workflows between systems. These can be conditional (if-then scenarios) or sequential (linear order) triggers. Zoom Workflow Automation specifically allows users t... Show more

Workflow automation is a software-driven process that automates tasks through rules or workflows between systems. These can be conditional (if-then scenarios) or sequential (linear order) triggers. Zoom Workflow Automation specifically allows users to create automated workflows across Zoom services and third-party applications, enabling both simple one-step processes and complex dynamic workflows with conditional logic, loops, and delays.

 

🚀 How common workflows help make your workday more productive:

  1. Meeting Documentation: Automatically create and update docs from AI-generated meeting summaries

  2. Daily Chat Briefings: Get automated summaries of important chat channels

  3. Quick Response System: Set up emoji-triggered automated responses for common questions

  4. Document Approval Process: Streamline approvals using emoji reactions

  5. Information Sharing: Automate the creation and distribution of documents across teams

 

 

💡Use Cases:

  • Operational and IT Teams

    • Incident Response Management: Automatically generate tickets and create chat channels when incidents occur

    • Help Desk Automation: Streamline support request handling

    • System Integration: Connect various business apps through webhook triggers

    • Custom Complex Workflows: Build specialized automation sequences for specific operational needs

  • Managers and Team Leads

    • Weekly Check-ins: Automate regular team updates with scheduled messages and forms

    • Meeting Agenda Creation: Use AI to summarize chat discussions for meeting topics

    • Time Off Management: Streamline approval processes for leave requests

    • New Employee Onboarding: Automate team introductions and welcome processes

    • Project Tracking: Maintain automated oversight of team progress and tasks

 

🤔 Are you ready to transform your workday with Workflow Automation? 

 

From automating meeting documentation to streamlining approvals, Zoom Workflow Automation gives you the tools to boost productivity and enhance team collaboration. The power to simplify your work life is just a few clicks away.

 


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Whats New at Zoom?

Want to learn What's New at Zoom across January & February? We've got you covered! Join us March 6 at 8am PST for a stacked agenda ✨ We will cover the full Zoom platform, enabling you to extract the more than you knew was possible from your everyday ... Show more

Want to learn What's New at Zoom across January & February? We've got you covered! Join us March 6 at 8am PST for a stacked agenda ✨

We will cover the full Zoom platform, enabling you to extract the more than you knew was possible from your everyday time spent in the Zoom App!

Please share with your network/anyone else you think would get value from this amazing upcoming event 🚀

Register Now: https://ev.zoom.us/webinars-events/whats-new-at-zoom-4/


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"Phone number cannot be verified," when adding mobile phone to account

I've just had Zoom rolled out by my organization. I am trying to add my mobile phone number to "My Profile." I've tried multiple times to go through the process of receiving a confirmation code, entering it in, and clicking "Confirm." I'm receiving t... Show more

I've just had Zoom rolled out by my organization. 

 

I am trying to add my mobile phone number to "My Profile." I've tried multiple times to go through the process of receiving a confirmation code, entering it in, and clicking "Confirm." 

 

I'm receiving the confirmation code with no issue. I've even had the voice call option give me a code. 

 

Every single time, I get the message: "Phone number cannot be verified."

 


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Zoom for Windows 11 SE - school/student edition

Has anyone been able to successfully deploy for Zoom, an approved 3rd party app, on the Windows 11 SE surface laptop?  The installation requires a .intunewin file that has to be uploaded to the EndpointManager to then load on the surface.    

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10DLC compliance for staffing company

We are subscribers for Zoom for past 4 months but we are not getting approval for 10DLC. We are not getting any good customer support and not able to resolve issues with zoom for 10DLC compliance. Any guidance would be helpful

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setting up my toast POS menu on my website

Can anyone help me with where I can go to find information.We have created our Toast POS Menu. We want to add the menu to our new website (It is built on WordPress) We want to have the Toast Menu show up on pages we build on our website. The goal is ... Show more

Can anyone help me with where I can go to find information.

We have created our Toast POS Menu. We want to add the menu to our new website (It is built on WordPress)

 

We want to have the Toast Menu show up on pages we build on our website. The goal is once the visitor clicks on a menu item to order, they will be redirected to out Toast POS menu to place an order.

 

Any help in knowledge of how to do this will be greatly appreciated.

 

Thanks,

Ken


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SAY WHAT?! Zoom AIC now has a Profanity Filter

Just wanted to point out a cool little feature in the new Zoom AI Companion 2.0 that I think you'll find helpful: the profanity filter. It's designed to keep things professional in your meetings and chats, which is especially important in today's hyb... Show more

Just wanted to point out a cool little feature in the new Zoom AI Companion 2.0 that I think you'll find helpful: the profanity filter. It's designed to keep things professional in your meetings and chats, which is especially important in today's hybrid work environment.

 

Let's be honest, sometimes things can get a little heated or people might accidentally say something they don't mean. This filter acts as a safety net, catching those slips and helping to keep the conversation respectful. It's not about stifling communication, but about creating a more productive and positive environment for everyone.

 

Think about it – cleaner transcripts, fewer awkward moments, and a more professional image for your team, especially when you're working with clients or partners.

 

The profanity filter for AI Companion 2.0 is now live in English. Admins can turn it on, and meeting hosts have the flexibility to choose which words they want blocked in meeting summaries. It's smart enough to catch different forms of the words too. We'll be adding more languages soon.

 

lancetlc_0-1740002916897.png

 

Have you had a chance to play around with it yet? We'd love to hear your thoughts and any feedback you have. As always, we're here to help you get the most out of Zoom.


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Thinking about migrating to the cloud? 3 approaches to on-prem-to-cloud migration

Here's why you should migrate your oudated on-premises PBX to a modern cloud communications platform. As you evaluate your upcoming digital transformation initiatives, moving your on-premises PBX to a cloud service might be the next step in your clou... Show more

Here's why you should migrate your oudated on-premises PBX to a modern cloud communications platform.

 

 

As you evaluate your upcoming digital transformation initiatives, moving your on-premises PBX to a cloud service might be the next step in your cloud migration strategy.

 

With the flexibility to be hyper-responsive to headcount and office changes, cost-effective access to innovative new features, and the opportunity to outsource routine operational tasks, cloud communications gives your team the ability to focus on other strategic priorities to grow your business. 

 

Some cloud service providers may force you to go all-in with them on day one, which often means abruptly migrating away from your current carrier and on-premises PBX solution to the provider’s native PSTN VoIP service. But migrating to the cloud doesn’t have to be an all-or-nothing initiative. 

 

If you want to reap the benefits of cloud communications while moving at your own pace, here are a few options to consider.

 

 

3 types of cloud migration strategies

 

 

Hybrid cloud communications

 

With a hybrid cloud approach, you can maintain your existing on-premises PBX infrastructure while leveraging cloud-based AI for advanced collaboration features. This allows you to seamlessly integrate your on-premises call control with a cloud-based collaboration solution to provide a comprehensive and unified communication experience.

 

Zoom Workplace’s integration with Avaya Aura X  is one example of a hybrid cloud approach. Organizations using Avaya Aura versions 10 or later can bring best-in-class, AI-first collaboration to their teams with Zoom Workplace. This integration allows Avaya customers to leverage their existing telephony investments within the Zoom Workplace app, providing a softphone, video conferencing, chat, and other collaboration tools, with AI capabilities woven into an integrated, easy-to-use experience.  

 

Consider this approach if:

 

  • You’re looking to consolidate to a cloud-based unified communications platform for cost savings and a reduction in complexity 
  • You would like to maximize the value of your existing on-prem investments while transitioning to the cloud at your own pace
  • Your organization needs the resiliency and flexibility that come with cloud platforms to meet evolving business demands 

 

 

Selective workload migration

 

With the selective workload migration approach, you can use hybrid cloud infrastructure like Zoom Node  to facilitate a gradual transition. This method keeps your critical workloads on premises while moving non-critical ones to a cloud environment.  

 

Consider this approach if:

 

  • You’re an enterprise organization with unique security, bandwidth, or compliance needs that demand an on-premises solution combined with the flexibility of the cloud
  • You need a local survivability solution to maintain certain levels of telephony service or business continuity in the event of an outage   

 

 

Site-by-site cloud migration

The site-by-site cloud migration process allows certain sites to remain on premises while other sites adopt a cloud-first approach. This method minimizes disruption by identifying bugs or issues with deployment early on, making it a great choice for organizations with complex infrastructure needs.  

 

Consider this approach if:

 

  • Your organization has multiple locations and you want to phase your migration by location
  • You want to test and refine your cloud deployment strategy before rolling it out to all locations 

 

 

Take the next step

 

If you’re considering upgrading your communications infrastructure, download our free checklist  to see if a cloud migration might be right for you. You’ll learn about the potential benefits of cloud-based communications, like cost savings, increased reliability, and access to the latest innovative features.  

 

 

 

*Original article posted in Zoom Blog.


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Enable a simple, secure "On-Call" solution for Healthcare organizations with Zoom Phone

Create a simple, secure solution with Zoom Phone for workers that are "On Call"! Zoom Phone enables organizations with on-call employees to have calls redirected to their mobile Zoom application (on iOS or Android) and be notified with secure transcr... Show more

Create a simple, secure solution with Zoom Phone for workers that are "On Call"!

 

Screen Shot 2021-08-22 at 12.33.34 PM.png

 

Zoom Phone enables organizations with on-call employees to have calls redirected to their mobile Zoom application (on iOS or Android) and be notified with secure transcribed messages (voicemail or SMS) while meeting compliance.

Requirement: Healthcare providers, biotech, pharma, behavioral health, small clinic customers must have a BAA (Business Associates Agreement) with Zoom to enable/achieve HIPAA compliance.

 

Other features:

  • Receive transcribed voice mail messages.
  • Send Receive SMS/MMS messages to patients.
  • Receive a transcribed recording of patient/on-call resource voice interaction.
  • Works with Android or iOS mobile devices.
  • Can be HIPAA compliant. (BAA must be signed)
  • PHI info stays encrypted in ZP cloud and not stored on personal mobile devices.

How does this work?
Healthcare providers can utilize Zoom Phone's native Call Queue feature to achieve this workflow and outcome.

 

Pre-Req:

Must be a Zoom Phone Licensed user.

Each person "On Call" must have a Zoom Phone License

 

Workflow: 

1. Create a Zoom Phone Call Queue in the Zoom Portal

2. Route after-hours call to the On-Call call queue.

3. "On-Call" workers can opt-in or opt-out to take "on-call" calls with a simple toggle.

 

Outcome: 

Calls are routed to on-call personnel securely.

Simple, easy way to turn on/off.

Calls can be recorded and transcribed.

Calls are sent to Zoom Phone work number and not a personal cell phone.

Messages show the caller ID name and number of the caller and a transcription of the voice mail message if left.

SMS back and forth to patients securely from Zoom Phone Number,  not from a personal cell phone.

Call back from the company On-Call number - not a personal cell phone number.

 

Resources:

Link: Managing Zoom Call Queues 

 

Screen Shot 2021-08-22 at 12.10.30 PM.png

 


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