Outbound call possibilities CRM

• Click to dial from CRM
  Start an outgoing telephone call with one mouse click from your CRM application or any website.
• Hotkey dial from CRM
  Is a phone number not clickable in your CRM? With this function you can still make a call.

Integration features

• Multi result pop-up
  Does a phone number occurs multiple times in your CRM application? Click directly to the next result. Do you need this feature but is it not yet available for your integration? Please contact us.
• Call registration
  Call information can be recorded directly in your CRM under the customer card. Do you need this feature but is it not yet available for your integration? Please contact us.
• Custom field variables
  The custom fields that have been created in the CRM application yourself can also be used to display in the pop-up.
• SearchBar
  Search CRM contact information from the 'SearchBar' desktop toolbar. From here you can open the customer card, start a phone call directly, send an email/WhatsApp/Microsoft Teams message or view the call history. Do you need this feature but is it not yet available for your integration? Please contact us.

Integration type

• Realtime API (user based)
  Authentication with CRM application at user level. Please note, if you want to clone the profiles to other users in the organization, the user data will be copied also. To prevent this, you can request a clone template from us that does not copy these values.

Pop-up type

• Bubble pop-up
  Make use of all the functionalities that Bubble has to offer you

Action Buttons

• CRM specific buttons
  CRM specific buttons to, for example, open customer card or initiate other actions. See tab 'buttons'.

Standard Bubble pop-up functions

• Remote Dialer
  A remote dialer is always available on your desktop so that you can start a call quickly and easily.
• Pop-up notification
  With an incoming, outgoing and forwarded call, an immediate notification with customer information.
• Content pop-up customization
  Determine the content of the pop-up per user, department or organization with info from your CRM application.
• Screen & position customizable
  Working with multiple screens? Decide at which screen and in what position you want to see the pop-up.
• Single sign-on
  No need to remember multiple passwords, login with your Microsoft, Google or Apple account.
• Auto-hide
  Indicate whether you want the pop-up to remain or to disappear automatically after x time or action.
• Multi-languages
  Determine the language of the content in the pop-up by adding the words in the language of your choice.
• Mute
  Mute the pop-ups for a while? Mute the notifications with a simple mouse click until you turn them on again.
• Hide internal callers
  Don’t want to see a pop-up when a colleague calls you internally? Possibility to turn this function on or off.
• Sorting result
  Prefer to show contacts first instead of companies when using ‘multi-result’? Decide the order yourself.
• Callback request button
  No more typing callback requests, but emailing the customer data directly to your colleague via a button
• Email button
  Do you want to send the caller an email during a telephone conversation? Activate then this button.
• To copy button
  With the copy function, you have a button that allows you to directly copy data to your clipboard.
• Custom action button
  Do you have other wishes? Configure a custom button to your liking (e.g. call a specific URL or an .exe)
• Click to dial
  Start an outgoing telephone call with one mouse click from any website.
• Hotkey dial
  Is a phone number not clickable in your CRM? With this function you can still make a call.
• Recall conversations
  In one click, the completed conversation popups can be retrieved to show the information again.
• Call back
  You can recall the phone number again directly from a ‘retrieved pop-up’ with a simple mouse click.
• Talk duration timer
  During a phone call, a timer is visible in the pop-up where the duration is displayed in seconds.
• Call history
  Display the name of the colleague who last spoke or tried to call the caller in the past 3 months.
• Call notes
  Immediately record your conversation info in a note so that all information is visible to your colleagues.
• Multi-tenant mode
  With this function you are able to be logged in with multipleaccounts at the same time from one workplace.
• Multiple profiles
  You can configure multiple profiles so that you as a user are able to switch quickly to another profile.
• Updates
  With a Bubble license you are always entitled to the latest functions that can be installed with one click.
• Native Windows applicatie
  Bubble is available as a native software application for Windows.
• Native macOS applicatie
  Bubble is available as a native software application for macOS

Buttons

Below is the list of available buttons. These are both CRM specific- and generic Bubble functions. Think about invoking a specific URL or script, opening an e-mail or making a callback request. Call Control is only available if your telephony platform supports it.

• View Customer
• Custom Action (standard button)
• Send E-mail (standard button)
• Callback request (standard button)
• Call Control (standard button)*
• Send WhatsApp message (standard button)
• Send Microsoft Teams message (standard button)
• Open SearchBar (standard button)

Parameters

Determine the content of the pop-up per user, department or organization with information from your CRM package. Below is the list of parameters available from your CRM software.

• pvo_displayname
• pvo_relation_id
• pvo_entity_type
• pvo_customer_url

Phone systems