Ooma connector
Automate Business Communications with Ooma Integrations
Connect Ooma's cloud phone system to your CRM, helpdesk, and business tools to clean up call workflows and cut out manual data entry.
What can you do with the Ooma connector?
Ooma is a cloud-based VoIP and unified communications platform that businesses use to manage phone calls, SMS, virtual receptionists, and call analytics. Connecting Ooma to your existing tech stack lets teams automatically log calls, trigger follow-up workflows, and sync contact data without jumping between tools. Whether you're routing inbound leads to CRM records or opening support tickets from missed calls, tray.ai makes Ooma a fully connected part of how your business runs.
Automate & integrate Ooma
Automating Ooma business process or integrating Ooma data is made easy with tray.ai
Use case
Automatic Call Logging to CRM
Every inbound and outbound call through Ooma can be automatically logged to your CRM — Salesforce, HubSpot, or Pipedrive — with call duration, caller ID, and outcome captured in real time. No more reps manually entering call notes after the fact, and no more CRM records that only tell half the story. Sales managers get reliable pipeline visibility without having to chase anyone for updates.
Use case
Missed Call to Lead Follow-Up Automation
When a prospect calls your Ooma number and doesn't reach a rep, an automated workflow can immediately create a CRM lead, send an SMS follow-up, and alert the assigned account owner via Slack or email. No inbound opportunity disappears into a missed call log. Teams can define business-hour rules and routing logic to tailor the follow-up based on time, department, or caller status.
Use case
Support Ticket Creation from Inbound Calls
Connect Ooma to Zendesk, Freshdesk, or ServiceNow so every inbound support call automatically creates or updates a ticket with caller number, call recording link, and duration. Support agents don't need to manually open a ticket after hanging up, which cuts handle time and improves ticket accuracy. Escalation rules can be applied based on caller history or the department dialed.
Use case
Contact Sync Between Ooma and Business Tools
Keep your Ooma contact directory in sync with your CRM, Google Contacts, or Microsoft 365 so reps always see current customer names, accounts, and context when a call comes in. Two-way sync workflows mean new contacts added in Salesforce show up in Ooma right away, and vice versa. Duplicate contacts go away, and caller ID actually means something to your team.
Use case
Call Analytics Reporting and Business Intelligence
Pull Ooma call logs and analytics into your BI tools — Google Sheets, Looker, or Tableau — on a schedule to build dashboards around call volume, response rates, average duration, and missed call trends. Operations teams can tie call data to sales outcomes or support resolution times to make smarter staffing and routing decisions. Scheduled syncs mean reporting stays fresh without anyone manually exporting anything.
Use case
AI-Powered Call Disposition and Routing
Use tray.ai's AI capabilities alongside Ooma call events to classify incoming calls by intent, route them to the right team, and trigger the relevant downstream actions. Calls flagged as billing inquiries can automatically create finance tickets, while sales inquiries go straight to open leads in the CRM. It's an intelligent layer on top of Ooma's virtual receptionist that bends to your business logic instead of forcing you to bend to it.
Use case
Post-Call Customer Satisfaction Surveys
Automatically trigger a customer satisfaction survey via email or SMS right after a support or sales call ends in Ooma. Connect with Typeform, SurveyMonkey, or your own survey platform to send personalized follow-ups that include the rep's name and call context. Responses flow back into your CRM or helpdesk so low-scoring interactions get flagged for manager review instead of disappearing.
Build Ooma Agents
Give agents secure and governed access to Ooma through Agent Builder and Agent Gateway for MCP.
Data Source
Look Up Account Details
Retrieve account information like plan type, billing status, and registered users so agents have context about a customer's Ooma subscription. Useful for personalizing support or checking account eligibility.
Data Source
Fetch Call Logs
Pull historical call records including timestamps, duration, caller ID, and call outcomes. Agents can use this data to surface insights or audit call activity.
Data Source
Retrieve Voicemail Messages
Access voicemail metadata and transcriptions to see what's been missed. An agent can summarize the content or route it to the right team member.
Data Source
List Extensions and Users
Fetch all configured extensions and associated users within an Ooma Office account. Good for directory lookups or onboarding automation.
Data Source
Check Number Status
Query the status of phone numbers on an account, including porting status and line availability. Useful for catching issues early or confirming a number is ready before provisioning.
Agent Tool
Provision New Extensions
Create and configure new phone extensions for users within an Ooma Office account. Agents can trigger this as part of an employee onboarding workflow so new hires are reachable from day one.
Agent Tool
Update Call Forwarding Rules
Modify call forwarding settings for a user or extension, redirecting calls to alternate numbers or voicemail. Agents can automate this based on schedule changes, out-of-office events, or escalation policies.
Agent Tool
Manage Ring Groups
Create, update, or delete ring groups that distribute incoming calls across multiple extensions. An agent can adjust group membership on the fly as team availability shifts.
Agent Tool
Configure Virtual Receptionist
Update virtual receptionist settings like greetings, menu options, and routing logic within Ooma Office. Agents can handle updates for holiday schedules or changing business hours without manual intervention.
Agent Tool
Assign Phone Numbers
Assign available phone numbers to specific users, extensions, or departments within an Ooma account. Handy for automating number assignment when setting up a new location or team.
Agent Tool
Deactivate Extensions
Disable or remove extensions for departing employees or decommissioned lines. Agents can trigger deactivation as part of an offboarding workflow to keep the phone system clean and secure.
Agent Tool
Send SMS Messages
Send outbound SMS messages through Ooma-registered business numbers to customers or prospects. Agents can use this for notifications, appointment reminders, or follow-up messages.
Get started with our Ooma connector today
If you would like to get started with the tray.ai Ooma connector today then speak to one of our team.
Ooma Challenges
What challenges are there when working with Ooma and how will using Tray.ai help?
Challenge
Call Data Living in Isolation from Your CRM
Ooma stores call history in its own portal, which means sales and support reps have to manually copy call details into Salesforce, HubSpot, or wherever else they work. The result is incomplete activity logs, inaccurate reporting, and reps spending time on data entry that could go toward actual conversations.
How Tray.ai Can Help:
tray.ai listens for Ooma call events in real time via webhooks and automatically pushes structured call records into your CRM with no manual intervention, keeping both systems in sync.
Challenge
No Native Alerting for Missed Business Calls
Ooma doesn't push missed call alerts into Slack or Microsoft Teams, which means leads and customers who call outside business hours or during a busy stretch may go uncontacted for hours — sometimes longer.
How Tray.ai Can Help:
tray.ai workflows capture missed call events from Ooma and immediately route notifications to the right Slack channel or Teams thread, including caller details and a direct call-back link, so no inbound call sits ignored.
Challenge
Complex Multi-Step Post-Call Workflows
A single completed call often kicks off several follow-up actions: logging to CRM, sending a follow-up email, creating a task, updating deal stage. Doing all of that manually after every call is error-prone and slow, especially for high-volume teams.
How Tray.ai Can Help:
tray.ai orchestrates multi-step post-call workflows triggered by a single Ooma event, running every downstream action in the right sequence — CRM update, email send, task creation — reliably and without human involvement.
Challenge
Keeping Ooma Contact Directories Up to Date
When contacts are added or updated in your CRM, those changes rarely flow back into Ooma automatically. Reps end up seeing outdated caller ID information or can't pull up a caller's account history during the call — exactly when it matters most.
How Tray.ai Can Help:
tray.ai runs scheduled or event-driven sync workflows that detect changes in your CRM and push updated contact records into Ooma's directory via API, so your team sees current information when a call comes in.
Challenge
Scaling Reporting Without Manual CSV Exports
Ooma's built-in reporting works fine for basic call metrics, but operations and finance teams usually need call data combined with CRM pipeline data, support ticket volume, or workforce schedules in a single BI tool. Manually exporting and merging those datasets doesn't hold up at scale.
How Tray.ai Can Help:
tray.ai automates the extraction of Ooma call log data on a defined schedule and routes it directly into Google Sheets, Looker Studio, or your data warehouse, where it can be joined with data from any other connected system for unified reporting.
Talk to our team to learn how to connect Ooma with your stack
Find the tray.ai connector with one of the 700+ other connectors in the tray.ai connector library to integrate your stack.
Start using our pre-built Ooma templates today
Start from scratch or use one of our pre-built Ooma templates to quickly solve your most common use cases.
Template
Log Ooma Calls to Salesforce Automatically
Automatically creates or updates a Salesforce activity record whenever an Ooma call completes, capturing call direction, duration, and caller ID against the matching contact or lead.
Steps:
- Trigger on Ooma call completed event via webhook
- Look up matching contact or lead in Salesforce by phone number
- Create or update a Salesforce activity log with call metadata
Connectors Used: Ooma, Salesforce
Template
Missed Ooma Call to HubSpot Lead and Slack Alert
When a call to an Ooma business number goes unanswered, this template creates a HubSpot contact or updates an existing one, then sends a Slack notification to the assigned rep with a one-click call-back link.
Steps:
- Trigger on Ooma missed call event
- Search HubSpot for an existing contact matching the caller's number
- Create a new HubSpot contact if none found, then post a Slack alert to the assigned owner
Connectors Used: Ooma, HubSpot, Slack
Template
Ooma Inbound Call to Zendesk Ticket
Creates a new Zendesk support ticket automatically when an inbound call comes in via Ooma, pre-populated with caller number, department dialed, call duration, and a link to the call recording.
Steps:
- Trigger on Ooma inbound call event
- Check for an existing open Zendesk ticket associated with the caller number
- Create a new ticket or add a comment to the existing ticket with call details
Connectors Used: Ooma, Zendesk
Template
Sync Salesforce Contacts to Ooma Directory
Runs on a schedule to pull newly created or updated contacts from Salesforce and sync them into the Ooma contact directory, so reps always see accurate caller ID information.
Steps:
- Scheduled trigger fires every hour or on a defined interval
- Query Salesforce for contacts created or modified since last sync
- Upsert each contact into the Ooma directory via API
Connectors Used: Ooma, Salesforce
Template
Post-Call CSAT Survey via Email After Ooma Call
Sends a personalized satisfaction survey email through SendGrid right after an Ooma support call ends, then writes survey responses back to the associated Zendesk ticket when completed.
Steps:
- Trigger on Ooma call completed event for support department
- Send a personalized Typeform survey link via SendGrid to the caller's email
- On Typeform response submission, update the linked Zendesk ticket with satisfaction score
Connectors Used: Ooma, Typeform, SendGrid, Zendesk
Template
Export Ooma Call Logs to Google Sheets for Reporting
Pulls daily Ooma call log data into a Google Sheets dashboard on a schedule, so operations and finance teams can track call volume, duration trends, and missed call rates without manual exports.
Steps:
- Scheduled trigger fires nightly or at end of business day
- Fetch call log records from Ooma API for the reporting period
- Append each call record as a new row in the designated Google Sheets tab
Connectors Used: Ooma, Google Sheets