LeadConnector + Ooma Office

LeadConnector + Ooma Office integrations

Create new LeadConnector leads from new Ooma Office calls

Every new call on your Ooma Office can now effortlessly create a lead within LeadConnector. This integration not only improves your sales funnel management but also ensures no potential lead is missed. Drive your business growth by letting this workflow manage your lead generation from each call in real-time.

When this happens...
New CallTriggers when a new call occurs, such as a new incoming or outgoing call. Use filters to narrow by direction if needed.
TriggerInstant
automatically do this!
Add Lead to WorkflowAdds a lead to an existing workflow.
ActionWrite

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More things you can do with Ooma Office and LeadConnector

Discover other triggers and actions you can use with Ooma Office and LeadConnector

New Call
Triggers when a new call occurs, such as a new incoming or outgoing call. Use filters to narrow by direction if needed.
Trigger
Instant
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New Call Recording
Triggers when a new call recording is created.
Trigger
Instant
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New Incoming Call
Triggers when a new incoming call occurs.
Trigger
Instant
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New Outgoing Call
Triggers when a new outgoing call occurs.
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Instant
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New Sent SMS
Triggers when a new SMS message is sent.
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Instant
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- First Name
  Required
- Last Name
  Required
- Company
  Required
- Department
- Job Title
- Phone Numbers
  Required
- Phone Number Types
  Required
- Emails
- Email Types
- Address
Action
Write
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
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- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

Call Ended
Triggers when a call ends — typically after the caller or callee hangs up.
Trigger
Instant
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New Failed SMS
Triggers when an SMS fails.
Trigger
Instant
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New Missed Call
Triggers when there is a new missed call.
Trigger
Instant
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New Received SMS
Triggers when a new SMS message is received.
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Instant
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New SMS
Triggers on all SMS events: sent, received, or failed.
Trigger
Instant
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- Sender Phone Number
  Required
- Recipient Phone Number(s)
  Required
- Message
  Required
Action
Write
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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Marketing Automation

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About Ooma Office

Ooma Office is an online phone and messaging system that sends & receives phone calls and text messages, shares contact data and launches conference calls.

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Related categories

Phone & SMS

Related Zap Templates

Send sms with Ooma Office when pipeline stages change in LeadConnector

Manage new incoming calls in Ooma Office by adding or updating contacts in LeadConnector