Ooma for Zendesk Support overview (Pro Plus)

Ooma Office Pro Plus subscribers can integrate Ooma with Zendesk Support to add more tools to the centralized view of customer interactions and history.

Once integration is enabled, users will enjoy access to Ooma Office features right in their CRM, as well as automated lookups of customer CRM records related to the remote party’s phone number for both inbound and outbound calls.

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

Choose a topic from the list below to learn more about Ooma for Zendesk Support:

Administrator

• How to set up CRM integration between Ooma and Zendesk Support

Troubleshooting

• User can’t log into the Ooma Office CRM plugin
• User can’t see the Ooma Office application in Dynamics 365

User

• Using the Ooma Office CRM plugin