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Salesforce [embedded]
Connecting the Salesforce embedded integration to your telephony environment is hugely important for improving customer satisfaction and working more efficiently. With integration tool Bubble, during an incoming or outgoing phone call, you no longer have to look for customer details manually but they appear directly in a Salesforce pop-up notification and you can perform various actions such as opening a customer card from there.
Embedded pop-up notification
Bubble has a number of unique features. This integration ensures that you immediately get all relevant customer data on a phone call. From the overview that appears, which can also be fully customised by the user, department or company, you can immediately perform the desired action. The information you can display in the pop-up can be found under tab parameters and the available buttons under tab buttons. When transferring a call to a colleague, the customer information moves with it. By default, the pop-up notification in Salesforce is visible from the moment your softphone, desk phone or other device rings until the call ends. If you have set up to see the pop-up notification in the Salesforce Service Console, you can specify whether to open the relationship in the current tab or to open a new (internal) tab.
Functionalities
In addition to the above mentioned pop-up notification capabilities, Bubble is equipped with many more functionalities. If you also use other applications, you can even show the CRM information or buttons from other applications in the Salesforce integration, if you wish. The full list of features can be found under tab functions, but we have already listed a few important ones for you:
- Dialing out with one click on a phone number in your CRM, browser or other program with the Click & Call feature.
- With Call Control, you control your desk phone, softphone or other device directly from Salesforce (provided your telephony platform supports it).
- Easily search CRM contact data in the Searchbar and perform the desired action (call, whatsapp, Teams chat, mail, etc.).
- The Call Waiting function lets you easily switch between pop-up notifications of incoming phone calls.
- If several relations are known under one number you can browse through the results with the Multi result function.
- The Call History function allows you to see all contact moments with the phone number over the last 90 days so you can immediately see which colleague had the last contact.
- At the end of every call, there will be pushed a Call Log to the CRM, so that every call is logged under the relation card in the CRM.
- Make a call note immediately with the Call Note function that will be logged together with the Call Log and becomes visible to you and your colleagues in the Call History.
- Immediately give your call registration the desired Call Tag (call disposition) that can be made available at administrator level.
- Determine the Theme Modes yourself by setting the colours to day or dark modes.
- Easy and secure login based on Single sign-on (Microsoft, Google or Apple account).
Call Report
In Salesforce, a comprehensive reporting tool is available that allows you to create reports that provide insight into various user statistics. This includes, for example, call tags (call disposition), call notes and other call data so that you have all the tools you need to manage data.
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. Think, for example, of running a script or automatically opening the call-note-screen instead of having to click it open.
Technical
Connecting Bubble - and thus the embedded Salesforce Software CRM connector - 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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Activity Hub
In the Activity Hub, you can view activities such as a call log with notes or a conversation transcription that still needs to be saved in the CRM. You can choose to do this automatically or manually. Notes and transcriptions can be edited before they are written to the CRM.
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Call control
Provided your telephony platform supports it, full call control is available in the pop-up notification. This allows you to control your desk phone, softphone or other device from the notification.
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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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Call logging (+AI transcription)
Call details, call notes, and an AI transcript of the conversation can be stored directly in your CRM under the customer record. To save AI transcripts, the connected telephony platform must support this feature.
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Call logging (+note)
Call information and call notes can be recorded directly in your CRM under the customer card.
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Call tagging
Mark call records with predefined CRM tags.
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Call waiting
If you receive a second call while already on the phone, the Bubble365 apps will display this second call at the bottom of the pop-up notification, allowing you to easily switch with a single mouse click. In other apps, a second notification will appear instead.
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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.
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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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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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Theme mode
Switch the colour mode manually or based on your system preferences to day- or darkmode.
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Bubble Desktop
Bubble is installed on each user/workstation and runs locally on the user's computer.
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Bubble Cloud
Bubble is hosted in the cloud, so no local installation is required. Note: This option requires the Bubble Cloud add-on license. For cloud hosting, it is always necessary for our cloud IP addresses to have access to the CRM/telephony environment.
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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.
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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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Bubble365 Embedded CRM App
With the Bubble365 Embedded CRM App you experience the power of the Bubble integration tool, fully integrated within your CRM environment. For CRM applications that support embedded apps, this is the solution. If your telephony platform supports Call Control, you can manage your softphone or connected desk phone directly from the CRM — with functions such as answering calls, transferring, putting on hold and hanging up. The app provides a seamless user experience and increases productivity by bringing all communication and CRM functionalities together in one interface.
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CRM specific buttons
CRM specific buttons to, for example, open customer card or initiate other actions. See tab 'buttons'.
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Pop-up notification
With an incoming, outgoing and forwarded call, an immediate notification with customer information.
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Content pop-up customization
Determine the content of the pop-up per user, department or organization with info from your CRM application.
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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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Multi-languages
Determine the language of the content in the pop-up by adding the words in the language of your choice.
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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.
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Sorting result
Prefer to show contacts first instead of companies when using ‘multi-result’? Decide the order yourself.
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Click to dial
Start an outgoing telephone call with one mouse click from any website.
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Recall conversations
In one click, the completed conversation popups can be retrieved to show the information again.
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Call back
You can recall the phone number again directly from a ‘retrieved pop-up’ with a simple mouse click.
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Talk duration timer
During a phone call, a timer is visible in the pop-up where the duration is displayed in seconds.
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Call history
Display the name of the colleague who last spoke or tried to call the caller in the past 3 months.
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Call notes
Immediately record your conversation info in a note so that all information is visible to your colleagues.
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Latest features
With a Bubble license you are always entitled to the latest functions that can be installed with one click.
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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.
- Open Relation
- Open Account
- Open Contact
- Open Lead
- Open Opportunities
- Open Cases
- Create Contact
- Create Company
- Create Account
- Create Lead
- 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)
- Trigger Automations (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.
- salesforce_name
- salesforce_attributes_type
- salesforce_attributes_url
- salesforce_id
- salesforce_is_deleted
- salesforce_master_record_id
- salesforce_name
- salesforce_type
- salesforce_parent_id
- salesforce_billing_street
- salesforce_billing_city
- salesforce_billing_state
- salesforce_billing_postal_code
- salesforce_billing_country
- salesforce_billing_latitude
- salesforce_billing_longitude
- salesforce_billing_geocode_accuracy
- salesforce_billing_address
- salesforce_shipping_street
- salesforce_shipping_city
- salesforce_shipping_state
- salesforce_shipping_postal_code
- salesforce_shipping_country
- salesforce_shipping_latitude
- salesforce_shipping_longitude
- salesforce_shipping_geocode_accuracy
- salesforce_shipping_address
- salesforce_phone
- salesforce_fax
- salesforce_account_number
- salesforce_website
- salesforce_photo_url
- salesforce_sic
- salesforce_industry
- salesforce_annual_revenue
- salesforce_number_of_employees
- salesforce_ownership
- salesforce_ticker_symbol
- salesforce_description
- salesforce_rating
- salesforce_site
- salesforce_owner_id
- salesforce_created_date
- salesforce_created_by_id
- salesforce_last_modified_date
- salesforce_last_modified_by_id
- salesforce_system_modstamp
- salesforce_last_activity_date
- salesforce_last_viewed_date
- salesforce_last_referenced_date
- salesforce_jigsaw
- salesforce_jigsaw_company_id
- salesforce_clean_status
- salesforce_account_source
- salesforce_duns_number
- salesforce_tradestyle
- salesforce_naics_code
- salesforce_naics_desc
- salesforce_year_started
- salesforce_sic_desc
- salesforce_dandb_company_id
- salesforce_operating_hours_id
- salesforce_customer_priority__c
- salesforce_sla__c
- salesforce_active__c
- salesforce_numberof_locations__c
- salesforce_upsell_opportunity__c
- salesforce_sla_serial_number__c
- salesforce_sla_expiration_date__c
- salesforce_account_id
- salesforce_last_name
- salesforce_first_name
- salesforce_salutation
- salesforce_other_street
- salesforce_other_city
- salesforce_other_state
- salesforce_other_postal_code
- salesforce_other_country
- salesforce_other_latitude
- salesforce_other_longitude
- salesforce_other_geocode_accuracy
- salesforce_other_address
- salesforce_mailing_street
- salesforce_mailing_city
- salesforce_mailing_state
- salesforce_mailing_postal_code
- salesforce_mailing_country
- salesforce_mailing_latitude
- salesforce_mailing_longitude
- salesforce_mailing_geocode_accuracy
- salesforce_mailing_address_city
- salesforce_mailing_address_country
- salesforce_mailing_address_geocode_accuracy
- salesforce_mailing_address_latitude
- salesforce_mailing_address_longitude
- salesforce_mailing_address_postal_code
- salesforce_mailing_address_state
- salesforce_mailing_address_street
- salesforce_mobile_phone
- salesforce_home_phone
- salesforce_other_phone
- salesforce_assistant_phone
- salesforce_reports_to_id
- salesforce_email
- salesforce_title
- salesforce_department
- salesforce_assistant_name
- salesforce_lead_source
- salesforce_birthdate
- salesforce_last_cu_request_date
- salesforce_last_cu_update_date
- salesforce_email_bounced_reason
- salesforce_email_bounced_date
- salesforce_is_email_bounced
- salesforce_jigsaw_contact_id
- salesforce_individual_id
- salesforce_level__c
- salesforce_languages__c
- salesforce_company
- salesforce_street
- salesforce_city
- salesforce_state
- salesforce_postal_code
- salesforce_country
- salesforce_latitude
- salesforce_longitude
- salesforce_geocode_accuracy
- salesforce_address_city
- salesforce_address_country
- salesforce_address_geocode_accuracy
- salesforce_address_latitude
- salesforce_address_longitude
- salesforce_address_postal_code
- salesforce_address_state
- salesforce_address_street
- salesforce_status
- salesforce_is_converted
- salesforce_converted_date
- salesforce_converted_account_id
- salesforce_converted_contact_id
- salesforce_converted_opportunity_id
- salesforce_is_unread_by_owner
- salesforce_company_duns_number
- salesforce_sic_code__c
- salesforce_product_interest__c
- salesforce_primary__c
- salesforce_current_generators__c
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