Zoho Ooma Office

Zoho + Ooma Office Integrations

Put Zoho + Ooma Office to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Zoho and Ooma Office below — describe the exact one you want above and the Agent builds it on demand.

Zoho + Ooma Office When a call ends in Ooma Office, log call activity details under contacts in Zoho CRM.
Send text messages to newly created leads When a new lead is created in Zoho, automatically send a welcome SMS via Ooma Office to establish immediate contact. See details
Log inbound calls and missed calls in CRM When an inbound call or missed call occurs in Ooma Office, automatically log the activity on the contact's record in Zoho. See details
Dispatch text confirmations on won deals When a deal is won in Zoho, send an automated SMS via Ooma Office to confirm details with the client. See details

Browse the full workflow library →

Looking to achieve something else with Zoho and Ooma Office?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Zoho and Ooma Office

Everything Zoho and Ooma Office can do inside a workflow — the triggers that start one and the actions that run when it fires.

Zoho Explore Zoho →

Zoho CRM is a cloud-based customer relationship management platform that helps businesses manage sales, marketing, and customer support workflows.

Triggers
New Contact

Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

New Lead

Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

New Module Entry

Triggers instantaneously when any entry is created in the specified module.

New or Updated Contact

Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

New or Updated Lead

Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

New/Updated Module Entry

Triggers instantaneously when any entry is created or updated in the specified module.

Actions
Add Attachment

Add attachment to the selected Module entry

Add Tag

Add new tag to existing module entries

Convert Lead

Convert an existing lead to contact and account

Create Module Entry

Creates a new entry in a module

Update Module Entry

Update existing entry in the selected module

Update Related Module Entry

Relates an entry in this module with an entry in another module

Ooma Office Explore Ooma Office →

Ooma Office is a cloud-based business phone system offering virtual receptionist, voice calling, text messaging, and conference call solutions.

Triggers
New Call

Triggers when a new call occurs, such as a new incoming or outgoing call. Use filters to narrow by direction if needed.

Call Ended

Triggers when a call ends — typically after the caller or callee hangs up.

New Call Recording

Triggers when a new call recording is created.

New Failed SMS

Triggers when an SMS fails.

New Incoming Call

Triggers when a new incoming call occurs.

New Missed Call

Triggers when there is a new missed call.

Actions
Create Contact

Creates a new business contact

Send SMS

Sends a new SMS message with text provided by you

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FAQ

Common questions about Zoho + Ooma Office

Is there a pre-built Zoho + Ooma Office automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Zoho and Ooma Office's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Zoho or Ooma Office connector?

No. The Agent works whether or not Zoho or Ooma Office already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Zoho and Ooma Office help track phone communications?

Inbound calls, text messages, and missed calls handled in Ooma Office can automatically log activities or update lead profiles directly inside Zoho.

Can I automate text message follow-ups when deal stages change?

Yes, updating a deal stage in Zoho can prompt Ooma Office to send an automated SMS confirmation or message to the client.

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