LeadConnector + Ooma Office

LeadConnector + Ooma Office integrations

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

This efficient workflow springs into action when a fresh call is logged in Ooma Office, leading to the creation or revision of a contact in LeadConnector. Enabling this results in a streamlined lead management cycle, promising adept handling of all call records and contacts. It not only reduces the substantial amount of manual data entry but also ensures a methodical and prompt business response to incoming or existing leads.

When this happens...
New Incoming CallTriggers when a new incoming call occurs.
TriggerInstant
automatically do this!
Add/Update ContactAdds or updates an existing contact.
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.
Trigger
Instant
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New Sent SMS
Triggers when a new SMS message is sent.
Trigger
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.
Trigger
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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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

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