Zoom Phone connector

Use your Zoom Phone data for reporting, automation and AI.

Data Panda brings your Zoom Phone call logs, queue activity and number inventory together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your sales, support and operations teams use every day.

Zoom Phone
 Data Panda Reporting Automation AI Apps
Zoom Phone
About Zoom Phone

The cloud PBX replacement, sat next to the rest of Zoom.

Zoom Phone launched in January 2019 as Zoom's cloud PBX, sold as a replacement for legacy on-premise systems and a same-window companion to Zoom Meetings. It carries the parts an enterprise phone deployment needs out of the box: extensions and direct numbers, sites for multi-location dial plans, call queues and auto receptionists, SMS and MMS, voicemail with transcription, ad-hoc and automatic call recording, e911 routing, and bring-your-own-carrier (BYOC) for regions Zoom does not serve directly. The product sits in the same portfolio as Meetings, Team Chat, Webinars, Contact Center and AI Companion, and Zoom positions it against RingCentral, Microsoft Teams Phone, 8x8 and Dialpad.

The reason to pull Zoom Phone into a warehouse is that the metadata answers questions a phone-system admin console does not. Which queues abandon at lunchtime in one region but not in another. Which sales rep racks up four hundred outbound minutes a week and books one meeting from it. How many of the two thousand provisioned numbers saw a call last month. Where the after-hours overflow goes when the support queue empties. Those answers live in call logs, queue events and number activity, joined to the CRM, the helpdesk and HRIS. They do not live in recordings, and on this connector recording content stays where it belongs, behind Zoom's own consent and retention controls.

What your Zoom Phone data is for

What you get once Zoom Phone is connected.

Call-and-queue reporting

Outbound minutes, queue health and number usage on data that refreshes with the rest of the warehouse.

  • Outbound and inbound minutes per rep, team and site, week over week
  • Queue answer rate, abandon rate and wait time by hour and region
  • Number-inventory usage versus the active provisioned list

Call-event automation

Let a missed call, a queue spike or a long voicemail trigger the rest of the stack.

  • Missed inbound from a known opportunity opens a Salesforce task with the call log attached
  • Queue abandon rate above threshold pings the duty manager in Slack with the live wait curve
  • Voicemail transcript over a length threshold routes to the helpdesk as a draft ticket

AI workflows

Put call-pattern data behind AI that helps planners staff queues and managers coach reps.

  • Hour-by-hour staffing model per queue and site, fed by historical answer-rate curves
  • Calling-pattern scoring per rep against booked meetings and closed-won
  • Number-usage classifier that flags toll-free DIDs nobody dials anymore

Custom apps on your data

Small internal tools on Zoom Phone metadata for sales, support and ops leaders.

  • Sales-ops view of dial volume per rep against pipeline movement
  • Support-ops queue board with live wait time, abandon rate and overflow path
  • Ops-finance view of number inventory cost against active usage per site
Use cases

Use cases we deliver with Zoom Phone data.

A list of concrete reports, automations and AI features we have built on Zoom Phone data. Pick the one that matches your situation.

Outbound minutes per repTalk-time per rep and team, week over week, against booked meetings.
Queue answer and abandonPer-queue answer rate, abandon rate and wait time by hour.
Site-by-site call mixInbound, outbound and internal volume per site and region.
After-hours overflowWhere calls land once the primary queue closes for the day.
Number-inventory usageProvisioned numbers and DIDs that saw a call versus those that did not.
SMS volume and reply rateOutbound SMS sent per team and the share that gets a reply.
Voicemail backlogOpen voicemails per queue and per rep, with age.
Call-to-meeting ratioOutbound calls and minutes per booked meeting, per rep and segment.
Repeat-caller shareShare of inbound calls from a number already in the log this month.
License and number costActive versus assigned Zoom Phone licences and number cost per site.
Real business questions

Answers you will finally get.

Which queues drop calls at the same hour every week?

Queue events tagged with hour, site and agent skill, joined to a published shift roster. Support leadership sees that the Antwerp queue abandons at 12:30 because two of the three agents go to lunch together, while the Rotterdam queue holds because the schedule staggers it. The fix is a roster change, not a new headcount request.

How many of our provisioned numbers see real traffic?

Number inventory next to call logs over a rolling ninety-day window. Numbers with zero inbound and zero outbound activity show up as candidates to release, which trims the per-DID line on the carrier invoice without anyone losing a working extension.

Which reps make a lot of calls but book few meetings?

Outbound minutes and connect rate per rep against meetings booked in the CRM. Reps with high dial volume and low connect-to-meeting conversion get coaching on call timing and prospect list, rather than the blunt advice to dial more.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

Zoom Phone licence count, DID count and minute usage per site next to the carrier invoice. Finance sees which sites pay for numbers that nobody dials and which licences are assigned to people who left months ago.

For sales leaders

Outbound minutes, connect rate and SMS volume per rep against meetings booked and pipeline added. Sales leadership separates reps whose dial volume turns into pipeline from reps whose talk-time padding shows up nowhere downstream.

For operations

Queue answer rate, abandon rate and wait time per site in one view, joined to the shift roster. Support-ops fixes a midday abandon spike with a roster change before it gets framed as a staffing shortage.

Ideas

What you can automate with Zoom Phone.

Pair with Salesforce

Match Zoom Phone calls to Salesforce accounts and opportunities

Inbound and outbound Zoom Phone calls match back to the Salesforce account and opportunity using caller number and rep extension. Activity reports show real talk-time per deal stage, missed calls from known opportunities open a follow-up task on the rep's queue, and click-to-call from the Salesforce record drops a logged call back into the Zoom Phone history.

Pair with HubSpot

Click-to-call and call logging in HubSpot

HubSpot contact and deal records get a click-to-call action that places the call through the rep's Zoom Phone extension, and the call log lands back on the HubSpot timeline with duration, recording link and outcome tag. Marketing-ops sees which campaign sources pick up the phone, and sales-ops stops asking reps to log calls by hand.

Pair with Gong

Send Zoom Phone calls to Gong for conversation analysis

Recorded Zoom Phone calls feed Gong's conversation pipeline, where transcript, talk-listen ratio and objection tags get computed once and join the same warehouse view as the raw call log. Sales managers see one row per conversation with how long the call ran, who was on it and which objection killed the deal, instead of toggling between the phone history and the revenue-intelligence tab.

Pair with Zendesk

Open Zendesk tickets from inbound Zoom Phone calls

Inbound calls into the support queue open or update a Zendesk ticket with caller number, queue, agent and call log, and the agent's screen-pop carries the customer's open-ticket history. Support-ops measures first-call-resolution against ticket reopens, and the duty manager sees abandon rate next to ticket backlog instead of in two tools.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your Zoom Phone data lives.

Power BI logo
Power BI Microsoft
Microsoft Fabric logo
Fabric Microsoft
Snowflake logo
Snowflake Data warehouse
Google BigQuery logo
BigQuery Google
Tableau logo
Tableau Visualisation
Microsoft Excel logo
Excel Sheets & pivots
Three steps

From Zoom Phone to answers in three steps.

01

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

02

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

03

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

  • Zoom Phone connector configured and running
  • Warehouse set up in your cloud account
  • Clean access for your Power BI, Fabric or Tableau team
  • Documentation on what's in the data model
  • Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

  • Everything in Self-serve
  • Dashboards built to the questions your team actually asks
  • Automations between your systems
  • AI workflows scoped to real tasks your team runs
  • Custom apps where a dashboard does not cut it
  • Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Does the connector pull recording audio or transcripts?

No. The connector pulls call metadata, queue events, number inventory and SMS history. Recording files and transcripts stay inside Zoom Phone, behind Zoom's own consent prompts and retention policy. Recording-content analysis is better routed through a tool like Gong, where consent capture, retention and redaction are first-class parts of the workflow. The reporting questions most teams have, such as call volume, queue health and number usage, are answered from metadata alone.

How is this different from the Zoom (Meetings) connector?

The Zoom connector covers Meetings and Users, which sits on the video-meeting surface. The Zoom Phone connector covers the cloud-PBX surface: call logs, queues, sites, numbers, voicemail metadata and SMS. The two sources can join in the warehouse on the same user directory, so a sales rep's meeting hours and call minutes show up in one row, but they answer different questions and pull from different Zoom APIs.

GDPR-compliant
Data stays in the EU
You own the warehouse

A first deliverable live in four to six weeks.

We review your Zoom Phone setup and the systems around it. Together we pick the first thing worth building.

Book a call See our other connectors