App Marktplatz

Verbinden Sie Ihre bevorzugten Tools mit Ihrem Telefonsystem

Product type

Arbor

Verfügbar für:

Arbor

Beschreibung Funktionen Button Parameter Kompatibilität Wiki

Connecting Arbor to your telephony platform is extremely important for improving customer satisfaction and working more efficiently. With our integration tool Bubble, during an incoming or outgoing phone call, you no longer have to search for customer data manually but it appears directly in a pop-up notification on your PC screen and from there you can perform various actions such as opening a relation card.

Pop-up notification

Bubble has a number of unique features. The information that can be displayed and the buttons in the pop-up are completely configurable to the wishes of the user, department or company. The information to display in the pop-up notification can be found under tab Parameter and the available buttons under tab Button. When transferring a call to a colleague, the customer information will be transferred with the call and when working with multiple screens, you can choose on which screen you want to see the pop-up. By default, the pop-up is visible from the moment your softphone, deskphone or other device rings until the call ends, but with the various timer options you can adjust even this to your personal preferences.

Functionalities

In addition to the above mentioned pop-up notification capabilities, Bubble is equipped with many more functionalities. 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 Funktionen, but we have already listed a few important ones for you:

Dialing out by selecting a phone number in your CRM and pressing a hotkey with with the Select & Call feature.
Search CRM contact information directly in the Searchbar desktop application even if there is no phone call at that time.
If several relations are known under one number you can browse through the results with the Multi result function.
Self-created fields in your CRM can be shown in the pop-up thanks to the Custom Field feature.
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.
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. 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 Arbor 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.

Möglichkeiten für ausgehende Anrufe CRM

Klicken Sie auf , um aus dem CRM zu wählen
Hotkey-Wahl aus CRM

Merkmale der Integration

Popup-Fenster mit mehreren Ergebnissen
Registrierung anrufen
Registrierung von Anrufen (+Note)
Benutzerdefinierte Feldvariablen
SearchBar

Art der Integration

Echtzeit-API (unternehmensbasiert)

Pop-up-Typ

Bubble-Desktop-Pop-up

Action-Schaltflächen

CRM-spezifische Schaltflächen

Standard Popup-Funktionen für Sprechblasen

Pop-up-Benachrichtigung
Inhaltliche Anpassung des Pop-ups
Bildschirm & Position anpassbar
Einmalige Anmeldung
Automatisches Ausblenden
Mehrsprachig
Stummschalten
Interne Anrufer ausblenden
Ergebnis der Sortierung
Klicken Sie zum Wählen
Hotkey-Wahl
Gespräche zurückrufen
Rückruf
Timer für die Gesprächsdauer
Anrufverlauf
Notizen aufrufen
Multi-Tenant-Modus
Mehrere Profile
Aktualisierungen
Native Windows-Anwendung
Native macOS-Anwendung
Automationen
Notation der Zahlen

Button

Im Folgenden finden Sie eine Liste der verfügbaren Schaltflächen. Dabei handelt es sich sowohl um CRM-spezifische als auch um generische Bubble-Funktionen.

Open in Arbor
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)

Parameter

Bestimmen Sie den Inhalt des Pop-ups pro Benutzer, Abteilung oder Organisation mit Informationen aus Ihrem CRM-Paket. Im Folgenden finden Sie eine Liste der Parameter, die in Ihrer CRM-Software verfügbar sind.

arbor_entity_type
arbor_id
arbor_href
arbor_unique_object_id
arbor_person_entity_type
arbor_person_id
arbor_person_href
arbor_person_unique_object_id
arbor_person_gender_entity_type
arbor_person_gender_code
arbor_person_gender_unique_object_id
arbor_person_gender_active
arbor_person_gender_data_order
arbor_person_gender_id
arbor_person_gender_href
arbor_person_gender_short_name
arbor_person_gender_long_name
arbor_person_gender_created_user_href
arbor_person_gender_created_user_entity_type
arbor_person_gender_created_user_id
arbor_person_gender_created_user_unique_object_id
arbor_person_gender_created_datetime
arbor_person_gender_modified_user
arbor_person_gender_modified_datetime
arbor_person_gender_identity
arbor_person_gender_identity_preferred_term
arbor_person_title_entity_type
arbor_person_title_code
arbor_person_title_unique_object_id
arbor_person_title_active
arbor_person_title_data_order
arbor_person_title_id
arbor_person_title_href
arbor_person_title_title
arbor_person_title_is_male
arbor_person_title_is_female
arbor_person_title_created_user_href
arbor_person_title_created_user_entity_type
arbor_person_title_created_user_id
arbor_person_title_created_user_unique_object_id
arbor_person_title_created_datetime
arbor_person_title_modified_user
arbor_person_title_modified_datetime
arbor_person_marital_status
arbor_person_legal_first_name
arbor_person_legal_middle_names
arbor_person_legal_last_name
arbor_person_preferred_first_name
arbor_person_preferred_last_name
arbor_person_date_of_birth
arbor_person_country_of_birth_entity_type
arbor_person_country_of_birth_code
arbor_person_country_of_birth_unique_object_id
arbor_person_country_of_birth_active
arbor_person_country_of_birth_data_order
arbor_person_country_of_birth_id
arbor_person_country_of_birth_href
arbor_person_country_of_birth_short_name
arbor_person_country_of_birth_long_name
arbor_person_country_of_birth_iso31661alpha2
arbor_person_country_of_birth_iso31661alpha3
arbor_person_country_of_birth_iso31661numeric
arbor_person_country_of_birth_note
arbor_person_country_of_birth_applies_to_postal_address
arbor_person_country_of_birth_created_user_href
arbor_person_country_of_birth_created_user_entity_type
arbor_person_country_of_birth_created_user_id
arbor_person_country_of_birth_created_user_unique_object_id
arbor_person_country_of_birth_created_datetime
arbor_person_country_of_birth_modified_user
arbor_person_country_of_birth_modified_datetime
arbor_person_deceased
arbor_person_date_of_death
arbor_person_created_user_href
arbor_person_created_user_entity_type
arbor_person_created_user_id
arbor_person_created_user_unique_object_id
arbor_person_created_datetime
arbor_person_modified_user_href
arbor_person_modified_user_entity_type
arbor_person_modified_user_id
arbor_person_modified_user_unique_object_id
arbor_person_modified_datetime
arbor_religion
arbor_ethnicity_entity_type
arbor_ethnicity_code
arbor_ethnicity_unique_object_id
arbor_ethnicity_active
arbor_ethnicity_data_order
arbor_ethnicity_id
arbor_ethnicity_href
arbor_ethnicity_ethnicity_name
arbor_ethnicity_ethnicity_category_entity_type
arbor_ethnicity_ethnicity_category_code
arbor_ethnicity_ethnicity_category_unique_object_id
arbor_ethnicity_ethnicity_category_active
arbor_ethnicity_ethnicity_category_data_order
arbor_ethnicity_ethnicity_category_id
arbor_ethnicity_ethnicity_category_href
arbor_ethnicity_ethnicity_category_name
arbor_ethnicity_ethnicity_category_created_user_href
arbor_ethnicity_ethnicity_category_created_user_entity_type
arbor_ethnicity_ethnicity_category_created_user_id
arbor_ethnicity_ethnicity_category_created_user_unique_object_id
arbor_ethnicity_ethnicity_category_created_datetime
arbor_ethnicity_ethnicity_category_modified_user
arbor_ethnicity_ethnicity_category_modified_datetime
arbor_ethnicity_applies_to_students
arbor_ethnicity_applies_to_staff
arbor_ethnicity_notes
arbor_ethnicity_created_user_href
arbor_ethnicity_created_user_entity_type
arbor_ethnicity_created_user_id
arbor_ethnicity_created_user_unique_object_id
arbor_ethnicity_created_datetime
arbor_ethnicity_modified_user
arbor_ethnicity_modified_datetime
arbor_ethnicity_d00005
arbor_ethnicity_dfes_main_code
arbor_ethnicity_ons_code
arbor_ethnicity_d00250
arbor_blood_group
arbor_pregnancy_length
arbor_birth_delivery
arbor_handedness
arbor_student_number
arbor_legacy_system_id
arbor_minimum_data_retention_date
arbor_suspend_calendar_entry_mappings
arbor_is_active_outgoing_sync
arbor_is_active_incoming_sync
arbor_created_user_href
arbor_created_user_entity_type
arbor_created_user_id
arbor_created_user_unique_object_id
arbor_created_datetime
arbor_modified_user_href
arbor_modified_user_entity_type
arbor_modified_user_id
arbor_modified_user_unique_object_id
arbor_modified_datetime
arbor_unique_learner_number
arbor_youth_support_services_agreement
arbor_home_local_authority
arbor_funded_hours
arbor_ethnicity_source
arbor_extended_hours
arbor_thirty_hour_code
arbor_nhs_number
arbor_gcse_english_grade
arbor_gcse_english_grade_prior
arbor_gcse_maths_grade
arbor_gcse_maths_grade_prior
arbor_gcse_maths_achievement_type
arbor_gcse_maths_funding_exemption_type
arbor_gcse_english_achievement_type
arbor_gcse_english_funding_exemption_type
arbor_person_country_of_birth
arbor_employer
arbor_job_position
arbor_share_contact_details
arbor_preferred_contact_method
arbor_is_key_worker
arbor_modified_user
arbor_religion_entity_type
arbor_religion_code
arbor_religion_unique_object_id
arbor_religion_active
arbor_religion_data_order
arbor_religion_id
arbor_religion_href
arbor_religion_label
arbor_religion_created_user_href
arbor_religion_created_user_entity_type
arbor_religion_created_user_id
arbor_religion_created_user_unique_object_id
arbor_religion_created_datetime
arbor_religion_modified_user
arbor_religion_modified_datetime
arbor_religion_d00009
arbor_religion_d00195
arbor_staff_number
arbor_continuous_service_start_date
arbor_zendesk_user
arbor_timetable_abbreviation
arbor_external_person_id
arbor_include_in_cover
arbor_eligible_for_school_workforce_return
arbor_qualified_teacher_status
arbor_qualified_teacher_learning_and_skills_status
arbor_early_years_teacher_status
arbor_hlta_status
arbor_newly_qualified_teacher_date

Kompatibilität

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App Marktplatz

Verbinden Sie Ihre bevorzugten Tools mit Ihrem Telefonsystem

Arbor

Arbor

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Parameter

Kompatibilität