Ooma Office Pro 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 accept the permissions.

That’s it!

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.