CRM Integration Management
Integrate Telephony from Flotek with every CRM
URL Executer
Being able to invoke another application from your telephony environment can be hugely important for improving customer satisfaction and working more efficiently. With our integration tool Bubble, you can perform various customized actions based on a telephone call.
Gateway
In addition to screen pop-up functionality, Bubble can also act as a gateway to invoke other applications. Think of calling up a website, application or script. You can set whether the event should be executed on an incoming, outgoing or both an incoming and outgoing call. You can also choose to have the event run in the background instead of, for example, visibly opening a web browser.
Functionalities
Besides the gateway functionality, Bubble comes with many other features. For example, you can activate multiple CRM integrations under the same user at no extra cost, which can be useful if you use multiple software applications within your company. The full list of features can be found under tab functions, but we've already listed some of the important ones for you:
- Trigger an event based on Call start, Call answered or a Call stop.
- Execute the event in the foreground or background.
- Dialing out with one click on a phone number in your CRM, browser or other program with the Click & Call feature.
- Dialing out by selecting a phone number in your CRM and pressing a hotkey with with the Select & Call feature.
- Easy and secure login based on Single sign-on (Microsoft, Google or Apple account).
Customization
To meet your specific needs, Bubble is equipped with the Automations module. With this module it is possible to add your own If-This-Then-That flows. For example, consider running a specific event based on a particular phone number.
Technical
Connecting Bubble - and thus the URL Executer - to your telephony platform is very easy. The procedure is different per telephony platform but one thing they all have in common, you don't have to be a technician to do it.
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Click to dial from CRM
Start an outgoing telephone call with one mouse click from your CRM application or any website.
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Hotkey dial from CRM
Is a phone number not clickable in your CRM? With this function you can still make a call.
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Copy to dial
Select a phone number and get a suggestion to call directly.
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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.
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Call logging
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.
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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.
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Clone template
A template must be used when cloning profiles because user authorization takes place, which cannot be cloned.
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Single sign-on
No need to remember multiple passwords, login with your Microsoft, Google or Apple account.
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Click to dial
Start an outgoing telephone call with one mouse click from any website.
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Hotkey dial
Is a phone number not clickable in your CRM? With this function you can still make a call.
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Native Windows applicatie
Bubble is available as a native software application for Windows.
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Native macOS applicatie
Bubble is available as a native software application for macOS
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Automations
Build your own If-This-That flows to e.g. open actions, change parameters or execute a script.
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Number notation
If you use different number notations in your CRM (already 20+ formats by default) you can add them yourself.
Buttons
Below is the list of available buttons. These are both CRM specific- and generic Bubble functions.
- 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)
What does Bubble benefit your organization?
Calculation
Time saved per year
€
Investment Bubble per year
€
Total investment per year
Potential savings per year
€
Disclaimer: This calculation is based on 45 workable weeks (8 hours per day). This calculation does not take into account any one-time investments or any license fees charged by the CRM vendor. No rights can be derived from this calculation.
- Saving time by not having to ask for the customers name
- Answer the phone in a customer-friendly and personal way
- Improve team interaction by immediately seeing which colleague has had contact
- No manual and incorrect entering of customer data
- Instantly see who and why someone is calling
- More time and attention for the customer which leads to better customer satisfaction
- Calling directly from the customer data of your software application
- Connecting multiple software applications within the organization? No problem with Bubble!
- All functionalities this integration has to offer
- When transferring the call to your colleague the customer details are also transferred