Ooma CRM Integration Overview (Pro Plus)

Ooma Office Pro Plus offers an easy way to keep connected and build relationships with customers while working inside CRM applications. Once integration is enabled, agents will enjoy the automation of many aspects of customer interaction within their CRM. They will be able to:

• Preview customer information on incoming and outgoing calls
• Access the CRM record of the caller automatically or with a single click
• Create automated records of calls, and more

Setting up CRM integration will typically require an account admin to enable the feature in Ooma Office for the account and in some cases for individual users. There may also be further configuration that must be done within the CRM.

To enable an integration:

1. Log in to office.ooma.com as an administrator and navigate to the Integrations page. There, you’ll find the Integrations Portal.
2. Browse the available integrations or use the search box to find a specific integration. Select the Details option to begin the integration process.
3. The Details view will show more information about the company’s integration with Ooma. You will also see pricing details, when applicable, and whether the CRM is included in your current pricing plan. If you would like to subscribe to the integration you’re reviewing, use the Purchase button. Keep in mind that you may need to upgrade your plan first.
4. Confirm your Purchase.

The following integrations require the account admin to assign member accounts:

• Freshdesk
• Microsoft Dynamics 365
• Salesforce
• ZenDesk
• Zoho

If your integration requires this step, you will be asked which users you’d like to assign to the integration. You can use the Select all option, or you can assign individual members by hand.

Integration with Jobber or Square will be enabled for all end users without further action by the account admin.

If your CRM is not listed above, then each user will need to take the extra step to connect their Desktop app with their CRM user account. Users can find their CRM in the list below to learn how to finalize the integration:

• AgencyMVP
• AgencyZoom
• Clio Manage
• Freshdesk
• HubSpot
• Jobber
• Microsoft Dynamics 365
• NexHealth
• Pipedrive
• QuickBooks
• Salesforce
• Square
• SugarCRM
• Wealthbox
• ZenDesk Support
• Zoho

If you would like to disable an integration, please contact our Customer Care team.

If you have questions about external app integration, explore this article on “What information is imported when I integrate with an external app”.