How to set up CRM integration between Ooma and Zendesk Support (Pro Plus)

Once you have enabled CRM integration in Ooma Office, you must install Ooma from the Zendesk Marketplace. Before you perform this step, you must enable Ooma for Salesforce CRM integration by following the steps outlined in this article.

Then, follow these instructions:

1. Log in to Zendesk Support and navigate to the Marketplace at zendesk.com/marketplace.
2. Search for Ooma Office and use the Install button.
3. Follow the installation prompts. You can update the settings options as necessary.

When the widget is successfully installed, it will appear in the upper-right part of the Zendesk Support app for all users in your account.