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Boost productivity by integrating with your CRM applications.

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Integrating the Ooma Enterprise cloud communications system and hosted call center platform into other CRM applications unleashes new productivity and business analytics potential. It unifies data and enhances functionality. It even automates business processes your team is currently doing manually. Just a few of the popular systems we integrate with include:
  • Salesforce Logo
  • Office365 Logo
  • Microsoft Dynamics Logo
  • G Suite Logo
  • Zendesk Logo
  • ServiceNow Logo

8 Steps to Driving Customer Loyalty with
Customized Communications

Ooma has transformed the ordering process for national pizza chains and other online / retail customers by integrating the phone and call center system into back-end AI, order processing, and payment systems. This helps them fill orders faster, gain a competitive edge, and drive customer loyalty.

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Read the pizza chain
use case.

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Read the payment processing
FinTech use case.

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CRM Integration

CRM Application Integration

By integrating Ooma Enterprise into other popular CRM solutions, your team members can enjoy:

CRM Integration Features

Click-to-dial: Start a call from within the CRM anytime a phone number is available. Click-to-dial saves 15-30 seconds, eliminating common errors. Less time dialing also means more time focused on core functions.

Inbound screen pops: Inbound screen pops provide instant visibility into who is calling. Relevant contact information is displayed before the call is answered.

20/20 activity view: Call records are captured in the Lead or Contact record for all calls made from Ooma Enterprise, including conference calls. This gives your team a more detailed and accurate view of customer calls.

Workspace transfer: With workspace transfer, service agents are able to transfer the entire user workspace along with the phone call for an optimized customer service experience.

Data Integration

Data Integration

With Ooma Enterprise CRM integration capabilities, users can enjoy:

Data Integration Features

  • Click-to-dial

    Start a call from within the CRM anytime a phone number is available. Click-to-dial saves 15-30 seconds, eliminating common errors. Less time dialing also means more time focused on core functions.

  • Inbound screen pops

    Inbound screen pops provide instant visibility into who is calling. Relevant contact information is displayed before the call is answered.

  • 20/20 activity view

    Call records are captured in the Lead or Contact record for all calls made from Ooma Enterprise, including conference calls. This gives your team a more detailed and accurate view of customer calls.

  • Workspace transfer

    With workspace transfer, service agents are able to transfer the entire user workspace along with the phone call for an optimized customer service experience.

Integrations provide a wide range of business benefits, including:

Service and Support

Provide faster and more personal customer service. Understand sales and service trends and metrics.

Sales

Sales staff can make more outbound calls every day. Reps and call center agents can quickly create follow-up tasks to move deals or tickets along faster.

Marketing

Easily create and track unique phone numbers for marketing campaigns. Calculate campaign effectiveness and ROI based on responses.

Telemarketing

Enable staff to place calls more rapidly and process orders faster. Encourage accurate, complete notes.

Accounting

Easily make faster, and more collections calls each day. Review data from call logs for accurate hourly billing.

Management

Analyze detailed business communications metrics to discover leading business indicators.

Talk to an Ooma Enterprise unified communications expert today
to learn more about our integration capabilities.

Call 877-630-7415

Hear from our customers.

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Digifx

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