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Setting up Zoom Phone and Zoom SMS

Call and text applicants and contacts directly from Ceipal ATS, with call activity reported in Ceipal BI.

  • Ceipal ATS
  • Zoom Phone
  • Zoom SMS
On this page
  1. Overview
  2. Availability
  3. Before you begin
  4. Prerequisites
  5. Setting up the integration
  6. Calling with Zoom Phone
  7. Viewing call logs
  8. Sending an SMS with Zoom SMS
  9. What to expect once it's live
  10. Frequently asked questions

Overview

The Zoom integration lets recruiters call and text applicants and contacts directly from Ceipal ATS, without switching between tools. Zoom Phone handles the voice call, Zoom SMS handles messaging, and Ceipal remains the central platform for managing your recruiting records.

Zoom Phone call activity is fetched through the Zoom Phone API and made available in Ceipal BI reporting, so your team doesn't have to log calls by hand. Zoom SMS supports Applicants, Client Contacts, and Lead Contacts, including file attachments.

Availability

Roles
Admin: Zoom SMS setupUser: connect Zoom Phone, choose Zoom SMS as SMS provider
Permissions
Admin-level access for Zoom SMS setupAccess to your own profile and User Preferences

Before you begin

You'll need an active Zoom account with Zoom Phone and/or Zoom SMS enabled. Make sure you:

  • Have your Zoom sign-in credentials ready, since you'll be asked to log in to Zoom
  • Have the Zoom number you want to use for SMS (administrators only)

Prerequisites

Zoom Phone

  • An active Zoom account with Zoom Phone
  • A phone number available on the Applicant record you want to call

Zoom SMS

  • An administrator must configure Zoom SMS with a Zoom number before users can use it
  • Each user must select Zoom SMS as their SMS provider in User Preferences
  • Supported records: Applicants, Client Contacts, and Lead Contacts

Setting up the integration

Connect Zoom Phone

    • Profile icon
    • View Profile
    • User Preferences

    Log in to your Ceipal ATS account and click the profile icon at the top right corner, then go to View Profile → User Preferences.

  2. Under VoIP Provider, select Zoom Phone and click Login.

    User Preferences tab with Zoom Phone selected as the VoIP Provider and the Login button highlighted
    User Preferences with Zoom Phone selected as the VoIP Provider.

  3. You'll be redirected to Zoom's website, where you'll be asked to log in to Zoom. Sign in to complete the connection.

Set up Zoom SMS (administrators)

    • Setup
    • Integrations
    • All Integrations
    • SMS Integrations
    • Zoom

    Go to Setup → Integrations → All Integrations → SMS Integrations.

  2. Search for Zoom and select Setup.

    SMS Integrations page showing the Zoom card with a Setup button
    The Zoom card under Setup → Integrations → All Integrations → SMS Integrations.

  3. Enter your Zoom number and save. This is the number your team will send SMS from.

Choose Zoom SMS as your SMS provider (users)

    • Profile icon
    • View Profile
    • User Preferences
    • SMS Provider

    Go to View Profile → User Preferences.

  2. Set SMS Provider to Zoom SMS and save.

    User Preferences tab with Zoom SMS selected under SMS Provider
    Each user selects Zoom SMS as their SMS provider.

Good to know. Zoom SMS must be configured by an administrator before users can select it as their SMS provider.

Calling with Zoom Phone

  1. Click on the Call icon next to the phone number from the records list to initiate the call through Zoom Phone.

    Applicants list with the Call icon highlighted next to a mobile number
    Start a Zoom Phone call from a phone number on the Applicant record.

  2. Complete the call using the Zoom Phone calling experience.

Viewing call logs

  • CEIPAL BI
  • General Reports
  • VOIP Call Logs History
  • VOIP Provider
  • Zoom Phone

Call details are fetched through the Zoom Phone API and available in the Call Logs report. Where available, each log includes the call date, type, status, duration, and who made the call.

VOIP Call Logs History report filtered to the Zoom Phone provider
Zoom Phone call activity in the BI Call Logs report.

Sending an SMS with Zoom SMS

  1. Click on the Text icon next to the phone number from the records list to send the text through Zoom SMS.

    Applicants list with the Send SMS icon highlighted next to a mobile number
    The Text icon next to a phone number on the record.

  2. When prompted, select Sign In and enter your Zoom credentials to complete Zoom authentication.

  3. Compose your message, attach supported files if needed, and send.

    Zoom SMS panel open beside the Applicants list with a message and file attachment
    Send an SMS and attach supported files directly from the record.

What to expect once it's live

  • Calls start from a phone number on the Applicant record and are completed in Zoom Phone
  • Zoom Phone call activity is available in the BI Call Logs report, without manual logging
  • SMS can be sent to Applicants, Client Contacts, and Lead Contacts from within Ceipal
  • Supported files can be attached to SMS messages

Frequently asked questions

Which records can I send a Zoom SMS to?

You can send SMS to Applicants, Client Contacts, and Lead Contacts.

Can I attach files to an SMS?

Yes. Supported files can be attached when you compose the message.

Where can I see my Zoom Phone call logs?

Go to CEIPAL BI → General Reports → VOIP Call Logs History, then filter the VOIP Provider to Zoom Phone.

What call details are captured?

Where available, Ceipal captures the call date, type, status, duration, and who made the call.

Why can't I select Zoom SMS as my SMS provider?

An administrator needs to set up Zoom SMS under Setup → Integrations → All Integrations → SMS Integrations first.