Zoom is a go-to for video meetings and phone calls, and connecting it with dialnote means your team won't miss context between voice calls and video conversations. A native Zoom integration is on our roadmap — but you can bridge the two right now using Zapier or webhooks.

What the Native Integration Will Do#

When the direct Zoom integration launches, you'll be able to:

• Log Zoom calls alongside dialnote calls — See your full communication history in one place, with Zoom meetings and dialnote calls in the same timeline.
• Sync contacts between platforms — Keep your dialnote contacts and Zoom Phone contacts in sync so you're never working from outdated info.
• Click-to-call from Zoom — Start a dialnote call directly from a Zoom contact card, or jump into a Zoom meeting from a dialnote conversation.
• Share AI summaries in Zoom Chat — After a dialnote call, the AI-generated summary and action items can post to a Zoom Chat channel automatically.

Connect Zoom Today with Zapier#

You don't need to wait for the native integration. dialnote's Zapier integration can push call data to Zoom Chat right now.

Here's how:

1. Go to Settings → Zapier in dialnote and copy your API key.
2. In Zapier, create a new Zap with dialnote as the trigger app.
3. Pick your trigger event — Call Completed, Recording Ready, or Note Created.
4. Choose Zoom as the action app and select Send Chat Message.
5. Map the fields you want: caller name, phone number, duration, summary, and recording link.
6. Pick your Zoom Chat channel and turn on the Zap.

Every matching call event will now show up in your Zoom Chat channel automatically.

Use Zoom as an AI Agent Meeting Location#

If your AI voice agents book meetings through Calendly or Cal.com, you can set Zoom as the default meeting location. When a caller asks to schedule a meeting, the agent will book it with a Zoom link automatically.

To set this up:

1. Connect your Zoom account to Calendly or Cal.com (in their respective settings).
2. In dialnote, open your AI agent and go to Tools → Book Meeting.
3. Select your calendar provider and event type — make sure it's configured with Zoom as the location.

The AI agent will handle the rest. When a caller wants to book, the agent checks availability and creates a Zoom meeting link on the spot.

Connect Zoom with Custom Webhooks#

For more control, use dialnote's webhooks to push call data wherever you need it — including custom Zoom integrations or middleware that ties into Zoom's API.

1. In dialnote, go to Settings → Webhooks and add your endpoint URL.
2. Enable the events you want: call.completed, call.recording.completed, or note.created.
3. Use the webhook secret to verify payloads via the X-DialNote-Signature header.

Your endpoint receives dialnote call data in real time, and you can transform it into whatever format Zoom's API expects.

Availability#

The native Zoom integration will be available on Plus plans and above. The Zapier and webhook workarounds described here work on any plan that includes integrations.

Check the communication tools overview for updates on all planned integrations.