Home > Small Business Phone Systems > Integrations > Hubspot

Ooma Office for HubSpot

Ooma Office Pro Plus for HubSpot pairs powerful telephony tools with robust CRM capabilities that enable businesses to streamline workflows, improve productivity and deliver an exceptional customer experience.

Native integration between Ooma Office Pro Plus and Hubspot creates a unified platform for managing contacts, tracking interactions and driving sales revenue.

Pre
|
Next

HubSpot integration features:

  • Caller-ID Pops – Caller-ID Pops enable employees to preview customer profiles and manage details when taking or making calls. When an employee connects with a customer that has a matching record within the HubSpot CRM application, a Caller-ID Pop appears on the Ooma desktop showing detailed customer information including name, open deals and tickets.
  • Quickly Access Contacts – Where there is a matched record in HubSpot based on the Caller ID number, users can preview caller information and quickly access the contact CRM record with a single click.
  • Complete Call Control – Once connected with contacts, employees can mute themselves, put the call on hold, add a call participant, transfer the call, or seamlessly flip the call to another device such as a mobile phone.
  • Call Notes and Dispositions – Boost efficiency by enabling employees to enter call notes and selecting call dispositions directly within the Ooma Office calling application, seamlessly syncing them with HubSpot CRM for streamlined data management.
  • Auto Call Logging – Automatically log all inbound and outbound calls, including call duration and time stamps, directly into HubSpot CRM for comprehensive activity tracking.

Ooma Pro Plus customers can learn more about activating HubSpot here.

New customers can choose the Ooma Office Pro Plus plan or call us for more details.

CHOOSE A PLAN
or call us at: 866-755-3192.