Dialmind Phone for Zoom — user documentation

Dialmind Phone lets a Dialmind admin connect a customer’s Zoom Phone account so Dialmind can list Zoom Phone numbers and users, then set forwarding to the Dialmind AI number for the main line’s owner (auto receptionist, user, call queue, or shared line group).

This app is admin-managed: a Zoom account admin authorizes it for the Zoom account.

Shipped in the Dialmind admin UI today: OAuth connect, List numbers (numbers, owners, extensions, and users), and Set forward to Dialmind AI (business hours → Dialmind inbound DID for auto receptionist, user, call queue, or shared line group), plus optional Clear/restore.

Adding the app

Prerequisites

• A Zoom account with Zoom Phone enabled
• A Zoom user who can authorize admin-managed Marketplace apps (typically a Zoom account admin)
• An active Dialmind organization
• A Dialmind platform admin (ROLE_ADMIN) who can open Admin → Zoom Phone (Marketplace reviewers may use a limited review login)

Steps

1. Sign in to Dialmind as a Dialmind admin: https://dialmind.com/login
2. Go to Admin → More → Integrations → Zoom Phone, or open https://dialmind.com/admin/zoom-phone
3. Click Add connection, select the customer organization, and create the connection (one Zoom Phone connection per organization)
4. Copy the customer connect link Dialmind shows (valid for 14 days; after the Zoom admin completes Allow, that link cannot be reused—generate a new one if needed)
5. Have a Zoom account admin open that link (path shape: /zoom/oauth/start/{token})
6. Sign in to Zoom if prompted, review the requested permissions, and click Allow
7. Zoom redirects to Dialmind at /zoom/oauth/callback. On success, Dialmind shows a connected confirmation page. In Dialmind admin, the connection status should be Connected, and the authorizing Zoom account email is stored when Zoom returns it on the profile call

Troubleshooting (adding)

More help: https://dialmind.com/support or info@dialmind.com

Usage

Connect Zoom Phone

Use case: Authorize Dialmind to access the customer’s Zoom Phone account.
Prerequisites: Valid customer connect link; Zoom account admin.
Result: Connection status Connected; Zoom account id/email stored when Zoom returns them; OAuth tokens stored encrypted and refreshed as needed.

List Zoom Phone numbers

Use case: See Zoom Phone numbers, owners, extensions, and users on the connected account for telephony setup.
Prerequisites: Connected Zoom Phone link; Dialmind admin access to that connection.
How: Open the connection → List numbers.
Result: Live numbers and users from Zoom for that request (review in Dialmind). Users with no direct number show as extension only. Numbers are not saved as a separate Dialmind phone-number inventory table.

Set forward to Dialmind AI

Use case: Forward the customer’s main Zoom Phone number (business hours) to the Dialmind AI number so inbound calls reach Dialmind. Works when that number is assigned to an auto receptionist, user, call queue, or shared line group.
Prerequisites: Connected Zoom Phone link; Dialmind admin access; a Dialmind inbound DID in E.164; a supported Zoom line.
How: On the Zoom Phone connection page: List numbers → enter/save the Dialmind AI DID → pick the number (or an auto receptionist) → Set forward to Dialmind AI. Optional Clear restores the previous business-hours snapshot. For a user-assigned number, Clear also removes the Dialmind external call-forward target Dialmind added.
Result: Zoom business hours forward to the Dialmind number. Disconnect revokes Dialmind’s Zoom tokens but does not automatically undo Zoom routing—Clear first if you need Zoom left clean.
Known limitation: Zoom does not allow forwarding a common area to an external number. Move the main number to an auto receptionist, user, call queue, or shared line group.

Generate / regenerate connect link

Use case: Replace an expired or unused customer connect link.
How: Generate customer link / Generate new link. Previous unused link stops working. New link valid 14 days; one-time after Allow.

Disconnect

Use case: Revoke Dialmind’s Zoom Phone access.
How: Disconnect on the connection page (no confirm dialog).
Result: See Removing below.

Removing the app

Option A — Disconnect from Dialmind (recommended)

1. Sign in to Dialmind as a Dialmind admin
2. Open https://dialmind.com/admin/zoom-phone and open the connection
3. Click Disconnect

What happens

• Dialmind revokes the OAuth token at Zoom (refresh token if present, otherwise access token). If Zoom revoke fails, Dialmind still clears local credentials
• Dialmind clears stored encrypted Zoom credentials, Zoom account id, Zoom account email, connected-at time, and connect-token fields for that connection
• The organization connection row remains, so an admin can generate a new connect link later
• Success message: “Zoom Phone access was removed. Generate a new link to connect again.”

Option B — Remove from Zoom App Marketplace

1. Sign in to Zoom and open the Zoom App Marketplace
2. Go to Manage → Added Apps (or search for Dialmind Phone)
3. Select Dialmind Phone → Remove → confirm

Implications of de-authorization in Zoom only

• Dialmind can no longer call Zoom Phone APIs successfully with the old tokens
• Dialmind does not currently implement an app.deauthorized webhook, so the Dialmind admin UI may still show Connected until an API call fails or an admin clicks Disconnect in Dialmind
• For a clean teardown, disconnect in Dialmind and remove the app in Zoom

Data Dialmind removes or stops using (on Disconnect)

• Encrypted Zoom OAuth credentials for that connection
• Stored Zoom account id and email on that connection
• Connect-token fields used for the customer link
• Connected-at timestamp

Numbers are fetched live when listing; there is no separate long-lived Zoom number cache table to purge. Other Dialmind data follows Dialmind’s privacy policy: https://dialmind.com/privacy-policy

Contact support

https://dialmind.com/support · info@dialmind.com