We are in the process of migrating from our locally-hosted Cisco Call Manager phone system to Zoom Phone. The question has been raised as to whether there's a way to load contact data into the Zoom system to provide better caller ID style info for donors calling in. While I think at a minimal level this is possible for end users to do with personal contact lists, it led me to think about whether anyone has worked on more sophisticated integrations - either with Zoom Phone specifically or with other similar cloud phone systems.
Zoom appears to lay out the basic pattern for this type of integration here:
https://marketplace.zoom.us/docs/guides/zoom-phone/integrate-with-zoom-phone
with the general idea being that it would gives people an easy way to initiate phone calls to their known CRM contacts and then easily log those calls in one place and have the notes be applied back to the relevant places in Tessitura. (I could see this working two ways - either initiating calls in Tess, or making or receiving calls in Zoom and then providing an immediate on screen notepad that could feed back into Tess without having to be fully logged into the client.)
Ideally the plugin would also be able to provide more on-screen context about the caller as the call is coming to allow staff to have the latest info about callers handy.
Would love to hear ideas on this - it may be a dream, but I think it's an intriguing one...
-David
That looks super promising.
In the past when I've been at organizations that have tried to investigate such a solution the API that were provided were closed standards, often tied to specific libraries running on a limited set of versions of MS Windows. This looks like something that one could work with.
--Tom