Ooma Office Pro Pluspro pluseap users can integrate Ooma with AgencyZoom, a cloud-based insurance sales platform. Once integration is enabled, users will enjoy the following benefits:

  • When there is a match between the CallerID number and a contact in AgencyZoom, Automatic Call Pop will display contact information pulled from AgencyZoom on incoming and outgoing calls
  • A record of the call will be automatically created in the AgencyZoom database as a completed activity against the matched contact
  • Users will be able to open the matched contact in AgencyZoom with a button press

Enabling AgencyZoom integration

Before you can get started, an account admin will need to enable CRM integration for your account.

Then, you can enable the integration by following these instructions:

  1. Using the new look in the Ooma Office desktop application, navigate to the Settings menu and select the + option beside AgencyZoom.
  2. If you are not logged in to AgencyZoom, log in at this time.
  3. Choose the option to allow Ooma Office to access AgencyZoom.
  4. Once you’ve granted permissions to Ooma Office, you will be redirected back to the Ooma Office Desktop Application.

Integrating contacts into your Ooma directory

You can integrate your AgencyZoom clients into your Ooma directory.

Once you have enabled contact integration throughAgencyZoom, your CRM’s contacts will appear in your personal directory in the Desktop App and in a new directory on your IP phone.

When you initially connect Ooma and AgencyZoom, you will be prompted to enable contact integration at that point. If you’d like to toggle this integration on or off in the future, follow the instructions below:

  1. Log in to the Desktop App and go to the Settings menu
  2. Locate AgencyZoom under the Integrations header
  3. Click the … icon to customize your preferences and update your contact integration settings

Displaying client information

When a call comes in, the following information will be displayed if a contact match is available:

For a Lead

  • Status (new, contacted, quoted)
  • Opportunities

For a Customer

  • Existing policies
  • Policy start and expiration dates
  • Total dollar amount for each policy

Agents can use the open icon to open the matching contact in AgencyZoom.

If CallerID matches multiple contacts in AgencyZoom (whether Leads or Customers), all matched contacts will be displayed. Agents can then select the contact they’re working with to view more information.

Call record creation

When a matching client exists in AgencyZoom, a record of the call will automatically be created as a completed action against the matched contact. The call record includes:

  • Call direction (incoming, outgoing)
  • From
  • To
  • Time
  • Call Duration

If multiple matches are available, the agent will need to select the appropriate match from a list of possibilities. In this case, a record of the call will be created against the selected match. If a match is not selected, a record of the call will be created against all candidates.