Last Updated: March 5, 2026
Ooma Office Pro Plus subscribers
can integrate Ooma with Salesforce. 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 Salesforce:
Administrator
- How to set up CRM integration between Ooma and Salesforce
- How to update the Salesforce softphone layout
Troubleshooting
- User can’t log into the Ooma Office CRM plugin
- User can’t see the Ooma Office application in Salesforce
User