Use our Zoom integration to easily start calls directly from the contact in Smokeball and automatically track your time on all inbound and outbound calls.
Before you begin, ensure you've connected Smokeball to Zoom.
Make a call from Smokeball
Select the phone number from any contact view in Smokeball and this will start the call in Zoom.
Note: The "Click to call" functionality relies on your PCs default setting for "Tel protocol". Installing Zoom should set this for you automatically.
How Zoom calls are recorded in Smokeball
Our integration ties directly into your Zoom account so all calls will be synced with Smokeball.
The automatic tracking will:
- Log all in and outbound calls as Tasks in the Activity View of Smokeball
- Map the phone number to the related contact in Smokeball
- Assign the activity to the related matter in Smokeball
Note:
- If a phone number is assigned to more than 1 contact in Smokeball, the activity will not be auto-assigned to a contact.
- If a contact calls in that is assigned to multiple matters, the task will be logged under the most recently created matter.
- For both of the above scenarios, you are able to manually assign these after the fact.