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:

• Initiate calls directly within their CRM application
• Preview customer information on their screen for incoming and outgoing calls
• Create automated records of calls

Agents can focus more on customers and less on switching between applications on their computer.

Ooma Office integration is currently available for the following CRMs:

• Salesforce Lightning; Essentials, Professional, Enterprise and Unlimited Salesforce editions
• Microsoft Dynamics 365: all Unified Interface applications
• Zoho
• Freshdesk
• Clio Manage
• AgencyZoom
• Zendesk Support
• HubSpot

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

First, check whether you need to enable CRM integration for your Ooma Office account:

You must enable CRM integration for your Ooma Office account if you are using the following CRMs:

• Salesforce
• Microsoft Dynamics
• Freshdesk
• Zoho
• Zendesk Support

If this step applies to your account, do the following:

1. Enable or disable CRM integration for your account
2. Enable or CRM integration for a specific user
3. (Optional): Enable HIPAA support

Then, choose your CRM:

• Ooma for Salesforce
• Ooma for Microsoft Dynamics 365
• Ooma for Zoho
• Ooma for Freshdesk
• Ooma for Clio Manage
• Ooma for AgencyZoom
• Ooma for ZenDesk Support
• Ooma for HubSpot