Elevating or inviting a call to a Zoom meeting

Using Zoom Phone, if you make a call and then wish to elevate the call or convert it to a Zoom meeting, you can easily do so. You can use Zoom’s mobile app, desktop client, or external phone service to connect to the other user.

This article covers:

• How to elevate a call to an instant meeting

• What a happens to the other participant when you elevate a call to an instant meeting

• How to invite a call to a meeting by using the meeting URL

Prerequisites for elevating or inviting a call to a Zoom meeting

• Zoom desktop client for Windows, macOS, or Linux, 5.2.0 or higher

• Zoom mobile app for Android or iOS, 5.2.0 or higher

• Zoom Phone license

• Elevating a call using the meeting URL requires the desktop client or mobile app 5.2.0 or higher

• End-to-end (E2EE) encryption for meetings disabled

• Elevate a Call to a Meeting policy setting enabled by your admin

How to elevate a call to an instant meeting

1. The Zoom desktop client or Zoom mobile app can be accessed by logging in.

2. Zoom Phone enables you to make and receive phone calls.

3. Using the controls on the in-call menu, click or tap Meet to schedule a meeting.
   

   Note:

   • The other call participant will bypass the waiting room if the waiting room option is enabled for everyone and the bypass option is enabled for them as well.

   • I would recommend merging the two calls if you have added a caller to the current call before elevating to a Zoom meeting to start a three-way call. You will not be able to start the meeting if you don’t merge the calls if you do not merge them.  

What a happens to the other participant when you elevate a call to an instant meeting

Depending on whether the other call participant is using Zoom Phone (desktop client, mobile app) or a traditional telephone line, the following scenarios will play out.

• Zoom Phone (desktop client or mobile app): If the other call participant accepts the invitation to join the meeting, they will be able to participate in the meeting. In the event that the user declines the call, the call will be terminated.

• Zoom Phone (provisioned desk phone): When the other call participant joins the meeting using the phone audio, he or she will automatically join the meeting.

• External phone service: Using the phone audio, the other call participant will be able to join the meeting automatically.

• Three-way call: The above points still apply to you if you are on a three-way call.

How to invite a call to a meeting by using the meeting URL

By entering the URL from a meeting that has already been scheduled or instant, you can also invite a call to that meeting.

1. Log in to the Zoom desktop client or the Zoom mobile app from your computer or mobile device.

2. Using Zoom Phone, you can make or receive a phone call.

3. You can use the in-call controls to select more by clicking or tapping More.

4. Invite to Meeting can be accessed by clicking or tapping on it.

5. It is necessary to enter the ID of the meeting.

6. Click on the Invite button.
   

     Note: If the original call participant has enabled the Waiting Room or passcode for the scheduled meeting, he/she will have to enter the Waiting Room or passcode in order to join the meeting.

All content and images credit goes to https://support.zoom.us