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.
  • Users will be able to sync SMS and MMS messages that were sent and received through Ooma Office to their AgencyZoom data set.

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 Integrations option from the main menu and select AgencyZoom.
  2. If you are not logged in to AgencyZoom, log in at this time.
  3. Choose the option to Allow and Install AgencyZoom access.
  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 select Integrations.
  2. Select AgencyZoom.
  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.

Text message syncing

You’ll need to make sure to do both of the following before text message syncing will be available:

  • The account administrator will need to enable the SMS/MMS feature for each user. You can find instructions for this here.
  • The user will need to follow the steps outlined below to enable text message syncing:
    1. Navigate to the Integrations option in the Ooma Office desktop application.
    2. Locate Agency Zoom in the integrations list.
    3. Use the settings menu to toggle the Save text messages in Agency Zoom option to On.
    4. Save your changes.

Once text message syncing has been enabled, you can check saved messages by following these instructions:

  1. Open the Agency Zoom portal and go to the Leads section.
  2. Locate the person whose texts you’d like to review.
  3. Open the personal card and go to the Activities tab.
  4. Scroll down to the History section, where you’ll find the messages saved as notes.

Please keep in mind that only text messages sent to and from an Ooma Office phone number will be saved to Agency Zoom.