Every premium and members-only resource for $9.99/month, as a no-commitment subscription. See the plans

PalateKit

Sign in
Menu

Request a resource

Describe the resource you are missing in one sentence. We will email you when it is published.

0 / 280

A page, a video or an image online.

Unlock PalateKit

Unlock everything

Plan

Paying means accepting our terms of sale.

Secure payment by Stripe. Receipts and invoices sent by email.

Welcome back

Sign in to install, download or save this resource. A free account is enough for free resources.

Zoom Phone integration: calls, CRM and Smart Embed v1.0.0

Use this resource to design a Zoom Phone integration with calls, events and CRM

New

  • 447 downloads
  • 182 likes
  • 150 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install zoom-phone-integration-2

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent sorts the need (API, webhooks, Smart Embed, URI launch or CRM dialer), checks the authorisations and Phone entitlements, then separates call handling, call records and number management. For Smart Embed, it validates the postMessage event contract. You get a clear integration architecture.

Mostly picked by

Updated November 2, 2026

Card for the “Zoom Phone integration: calls, CRM and Smart Embed” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

Similar resources

View all

What you get

  • concepts/architecture-and-lifecycle.md: architecture and lifecycle
  • references/call-handling-patterns.md: call handling patterns
  • references/smart-embed-event-contract.md: Smart Embed event contract

Good fit for

  • Your CRM must start Zoom Phone calls from a customer record
  • You want to log calls and their data in your tool

Not for

    Tags

    • zoom phone
    • crm
    • calls
    • smart embed

    About

    You say

    “Design the Zoom Phone integration for our CRM: dialer, call log and Smart Embed.”

    Card for the “Zoom Phone integration: calls, CRM and Smart Embed” skill

    Skill published by openai under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to design a Zoom Phone integration with calls, events and CRM
    3. Review and adjust the result

    Content preview

    Files

    • agents/openai.yaml0.1 KB
    • concepts/architecture-and-lifecycle.md1.5 KB
    • examples/phone-api-service-pattern.md1.3 KB
    • examples/smart-embed-postmessage-bridge.md1.3 KB
    • LICENSE11.3 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/call-handling-patterns.md1 KB
    • references/crm-sample-validation.md1.4 KB
    • references/deprecations-and-migrations.md1.2 KB
    • references/environment-variables.md1.4 KB
    • references/forum-top-questions.md3.8 KB
    • references/full-guide.md3.8 KB
    • references/smart-embed-event-contract.md1 KB
    • references/source-map.md0.9 KB
    • RUNBOOK.md1.7 KB
    • scenarios/high-level-scenarios.md1.2 KB
    • SKILL.md1.4 KB
    • troubleshooting/common-issues.md1.2 KB

    Origin and licence

    Listed unmodified

    Author
    openai
    Source
    github.com/openai/plugins/tree/0722921d5542fc593105c27bd52630babd8b8c2a/plugins/zoom/skills/phone
    Licence
    MIT

    Notice

    « build-zoom-phone-integration » (openai, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

    User reviews

    –

    No ratings yet

    Loading reviews…

    Delete your review?

    Your rating and comment will be removed from the page.