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Automatic Call Routing with Salesforce Integration

NickIdol
Newcomer
Newcomer

‎2024-12-27 09:51 AM

Has anyone figured out a way to do automatic call routing in Zoom Phone when the Salesforce integration is being used? 

We are currently using that for click to dial and screen pops, but there doesn't appear to be a way to automatically route calls using the client data that is already in Salesforce. Zoom Support notified me this wasn't possible, so I opened a Feature Request, but those tend to just sit there with very little progress ever made on them. Also open to looking at 3rd party apps if the Salesforce integration can't do it. 

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1 REPLY 1

SFZoomer
Newcomer
Newcomer

‎2025-06-05 01:25 PM

This is a much needed feature! Any workarounds you found?

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