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Creating or editing synced contacts using call history or voicemail Follow

Overview

If you have Zoom Phone license and you've set up contacts integration, you can create synced contacts using your call history or voicemail. You can also edit an existing synced by adding a phone number to it.

Synced contacts are saved in your third-party contacts service (for example, Google or Outlook) and are synced to the Zoom desktop client so that you can easily view, call, or message your contacts from Zoom.

This article covers:

Prerequisites

  • Zoom Phone license
  • Policy setting for voicemail enabled by your admin
  • Contacts integration set up with the Write permission enabled for contacts
    Note: Contact your admin if you can't select the Write permission enabled. They may have restricted access to contact permissions.
  • Zoom desktop client for Windows, macOS, or Linux, 5.6.6 or higher

Creating a new synced contact

You can create synced contacts using your call history or voicemail.

  1. Sign in to the Zoom desktop client.
  2. Click the Phone tab.
  3. Click the Voicemail tab.
  4. Hover over a voicemail entry, click the ellipses button , then click Create Google Contact or Create Outlook Contact.
  5. Enter the following information:
    • First name
    • Last name
    • Email
    • Phone number (pre-entered from the call history voicemail entry)
    • Phone number type (Home, Main, Work, Mobile)
      Note: The available number types are based on the third-party contacts service.
    • Contact folder: Select the contact folder to add the new contact to.
      Note: Contact folders are only supported if you set up contact integration with Outlook, Office 365, or Exchange. Sign in to your Outlook, Office 365, or Exchange account to edit contact folders. If you set up contacts integration with Google, you will only see one option.
  6. Click Create.
    • The new synced contact will appear in the Contacts tab, under the Cloud Contacts section.
    • If you set up contacts integration with Outlook, Office 365, or Exchange and you've organized contact into folders, you will see your contacts organized by these folders under Cloud Contacts

Editing an existing synced contact by adding a phone number

You can edit an existing synced by adding a phone number to it. 

Note: To edit other fields for an existing synced contact, access your third-party contacts service, for example, Google or Outlook.

  1. Sign in to the Zoom desktop client.
  2. Click the Phone tab.
  3. Click the Voicemail tab.
  4. Hover over a voicemail entry, click the ellipses button , then click Add to Google Contact or Add to Outlook Contact.
  5. Enter the following information:
    • Find Outlook contact / Find Google contact: Enter the contact's name to search through your existing contacts, then select a contact.
    • Phone number (pre-entered from the call history voicemail entry)
    • Phone number type (Home, Main, Work, Mobile)
      Note: The available number types are based on the third-party contacts service.
  6. Click Add.
    The associated phone number will be added to synced contact.