Ooma Office Pro Pluspro plus users can integrate their Ooma Office service with HubSpot. When the integration is complete, HubSpot you will be able to leverage Ooma Office for the following:

  • A call pop will automatically display with matching user information for inbound and outbound calls
  • Users can take notes during calls
  • A call outcome can be selected
  • A record of the call will be created in HubSpot if a matching record exists

Enabling HubSpot integration

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

Once that step is complete, follow these instructions:

  1. Use the Ooma Desktop app to open the Integration module.
  2. Go to HubSpot and select the + action.
  3. Log into HubSpot and update the following permissions:
    • Under the Choose how to set access menu, CRM Objects, the Invoices setting must be turned ON. Make sure all other settings in this menu are ON.
    • Under the Choose Permissions menu, Account » Settings access » View Settings access permissions, the Edit property settings and App Marketplace access setting must both be turned ON.
  4. Save your changes.

HubSpot and Ooma will be able to complete the integration once these settings are updated.

Integrating contacts into your Ooma directory

You can integrate your HubSpot clients into your Ooma directory.

Once you have enabled contact integration through HubSpot, 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 HubSpot, 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 HubSpot under the Integrations header
  3. Click the … icon to customize your preferences and update your contact integration settings

Viewing contact information

Once HubSpot and Ooma Office are integrated, the remote party’s caller-ID will be matched to the phone numbers of existing records in HubSpot. If there’s a match, you’ll see the contact information and the corresponding lifecycle.

If there are multiple matches, you can open the correct one by selecting it from the list. If there are multiple lifecycle matches and the correct match is not selected, the call will be recorded against all matches.

Taking notes

If you’d like to take notes and log them against the matched contact, use the Add Notes option found in the Ooma Office widget during an active call. When your notes are saved, they will be added to the matched contact in HubSpot.

Selecting a call outcome

You can choose a call outcome using the Select call outcome dropdown box. The outcome will automatically save against the call activity in HubSpot.