App Marktplatz

Verbinden Sie Ihre bevorzugten Tools mit Ihrem Telefonsystem

Product type

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Zoho Bigin

CRM

Verfügbar für:

Zoho Bigin

Beschreibung Funktionen Button Parameter Kompatibilität Wiki

Connecting Zoho Bigin 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.
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.
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 Zoho Bigin 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)
SearchBar

Art der Integration

Echtzeit-API (benutzerbasiert)

Pop-up-Typ

Blasen-Pop-up

Action-Schaltflächen

CRM-spezifische Schaltflächen

Standard Popup-Funktionen für Sprechblasen

Fernwählgerät
Pop-up-Benachrichtigung
Inhaltliche Anpassung des Pop-ups
Bildschirm & Position anpassbar
Einmalige Anmeldung
Automatisches Ausblenden
Mehrsprachig
Stummschalten
Interne Anrufer ausblenden
Ergebnis der Sortierung
Schaltfläche Rückruf anfordern
E-Mail-Schaltfläche
Taste zum Kopieren
Benutzerdefinierte Aktionsschaltfläche
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

Button

View
View Customer
View Contact
View 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)

Parameter

zohobigin_owner_name
zohobigin_owner_id
zohobigin_owner_email
zohobigin_email
zohobigin_currency_symbol
zohobigin_field_states
zohobigin_other_phone
zohobigin_mailing_state
zohobigin_other_state
zohobigin_followers
zohobigin_sharing_permission
zohobigin_other_country
zohobigin_last_activity_time
zohobigin_department
zohobigin_state
zohobigin_unsubscribed_mode
zohobigin_process_flow
zohobigin_assistant
zohobigin_mailing_country
zohobigin_id
zohobigin_reporting_to
zohobigin_approval_delegate
zohobigin_approval_approve
zohobigin_approval_reject
zohobigin_approval_resubmit
zohobigin_other_city
zohobigin_created_time
zohobigin_followed
zohobigin_editable
zohobigin_home_phone
zohobigin_created_by_name
zohobigin_created_by_id
zohobigin_created_by_email
zohobigin_zia_owner_assignment
zohobigin_secondary_email
zohobigin_description
zohobigin_mailing_zip
zohobigin_review_process_approve
zohobigin_review_process_reject
zohobigin_review_process_resubmit
zohobigin_twitter
zohobigin_other_zip
zohobigin_mailing_street
zohobigin_salutation
zohobigin_first_name
zohobigin_full_name
zohobigin_record_image
zohobigin_asst_phone
zohobigin_modified_by_name
zohobigin_modified_by_id
zohobigin_modified_by_email
zohobigin_review
zohobigin_skype_id
zohobigin_phone
zohobigin_account_name_name
zohobigin_account_name_id
zohobigin_email_opt_out
zohobigin_zia_visions
zohobigin_modified_time
zohobigin_date_of_birth
zohobigin_mailing_city
zohobigin_unsubscribed_time
zohobigin_title
zohobigin_other_street
zohobigin_mobile
zohobigin_orchestration
zohobigin_last_name
zohobigin_in_merge
zohobigin_lead_source
zohobigin_fax
zohobigin_approval_state
zohobigin_pathfinder
zohobigin_entity_type
zohobigin_contact_url
zohobigin_url
zohobigin_account_type
zohobigin_sic_code
zohobigin_industry
zohobigin_account_site
zohobigin_billing_country
zohobigin_billing_street
zohobigin_billing_code
zohobigin_shipping_city
zohobigin_shipping_country
zohobigin_shipping_code
zohobigin_billing_city
zohobigin_annual_revenue
zohobigin_shipping_street
zohobigin_ownership
zohobigin_rating
zohobigin_shipping_state
zohobigin_website
zohobigin_employees
zohobigin_account_name
zohobigin_account_number
zohobigin_ticker_symbol
zohobigin_parent_account
zohobigin_billing_state
zohobigin_account_url

Kompatibilität

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App Marktplatz

Verbinden Sie Ihre bevorzugten Tools mit Ihrem Telefonsystem

Zoho Bigin

Zoho Bigin

Button

Parameter

Kompatibilität