HelloSend SMS for Zoom Phone

Step-by-Step Installation Guide

• Visit the Zoom App Marketplace
  Go to marketplace.zoom.us and search for "HelloSend – SMS for Zoom Phone."
• Click "Install"
  Hit the Install button and authorize the required permissions to connect HelloSend to your Zoom account.
• Redirect to HelloSend
  You’ll be redirected to the HelloSend page.
• Access Settings > Channels
  On the left-hand navigation menu, click Settings, then choose Channels.
• Select SMS > Zoom
  In the SMS section, click the Zoom tile.
• Authorize Zoom Account
  Click Authorize (or Revoke & Authorize if previously connected). You’ll see a list of your available Zoom Phone numbers.
• Enable SMS on Your Number
  On the right, toggle your preferred number ON to activate SMS messaging via HelloSend.

⚠️ Troubleshooting Tip: If no numbers are visible, ensure that SMS capabilities are enabled for your Zoom Phone account. Refer to your Zoom admin or our troubleshooting guide for detailed steps.

Send real-time, one-to-one SMS messages to leads or customers using your Zoom Phone number — ideal for sales follow-ups, appointment reminders, or quick support updates.

• Zoom Phone license
• SMS enabled on your Zoom Phone number
• Authorized HelloSend account linked with Zoom

Create reusable templates for frequently used responses (e.g., appointment confirmations, support replies). Saves time, ensures message consistency, and improves team efficiency.

• HelloSend user role with permission to create/edit templates
• Zoom Phone number linked to HelloSend

Allow teams to manage inbound and outbound messages collaboratively using a single Zoom number. Perfect for support teams, call centers, or shared sales inboxes.

• Shared Zoom Phone number configured in HelloSend
• Team members assigned to the same number
• Zoom Phone SMS enabled

Automatically sync SMS communication with CRM platforms (Zoho CRM, HubSpot, Pipedrive) for better lead tracking, follow-ups, and communication visibility across your sales/support team.

• Active CRM account (Zoho CRM, HubSpot, or Pipedrive)
• CRM integration enabled in HelloSend
• Contact numbers mapped in the CRM system

• Go to the Zoom App Marketplace– Installed Apps.
• Click Manage > Added Apps.
• Locate HelloSend – SMS for Zoom Phone.
• Click Remove to deauthorize the app from your Zoom account.

• HelloSend will no longer have access to your Zoom account.
• SMS messaging and CRM sync via Zoom Phone will stop immediately.
• No new messages will be sent or received via your Zoom number.
• Past message history remains visible in HelloSend unless you request deletion.

If you'd like to delete all your data from HelloSend:

• Email support@hellosend.com with the subject: “Data Deletion Request – Zoom.”
• All data associated with your Zoom account will be permanently deleted within 7 business days.
• If no request is made, your data will be automatically deleted within 30 days of de-authorization.

• Issue: Zoom numbers not appearing
  Solution: Ensure your Zoom number supports SMS and is licensed. Reauthorize if needed.

• Issue: Messages not sending
  Solution: Check for any country restrictions, especially for U.S. numbers. Only certain regions support WhatsApp or SMS messaging via Zoom numbers.

• Issue: Can't log in after authorization
  Solution: Clear browser cache and try again, or contact support for help.

• Q: Does HelloSend support MMS via Zoom Phone?
• A: Currently, only SMS is supported.

• Q: Can I use HelloSend with multiple Zoom numbers?
• A: Yes. You can enable SMS for multiple Zoom Phone numbers from your HelloSend dashboard.

• Q: Do I need a Zoom Phone license?
• A: Yes. SMS functionality requires a Zoom Phone license with SMS support.

• Q: How secure is HelloSend?
• A: HelloSend is ISO 27001 and SOC 2 certified. All data is encrypted in transit and at rest.