Uitbelmogelijkheden CRM

• Klik & bel vanuit CRM
  Start een uitgaand telefoongesprek met één muisklik vanuit je CRM-applicatie of een website.
• Selecteer & bel vanuit CRM
  Is een telefoonnummer niet aanklikbaar in jouw CRM? Met deze functie kan je toch snel uitbellen.
• Kopieer en bel
  Selecteer een telefoonnummer en krijg direct een suggestie om uit te bellen.

Integratie mogelijkheden

• Multi result pop-up
  Komt een telefoonnummer meerdere keren voor in jouw CRM-toepassing? Klik direct door naar het volgende resultaat. Heb je deze functie nodig maar is deze nog niet beschikbaar voor jouw integratie? Neem dan contact met ons op.
• Call registratie
  Gespreksinformatie kan rechtstreeks in jouw CRM worden opgeslagen onder de klantenkaart. Heb je deze functie nodig, maar is deze nog niet beschikbaar voor jouw integratie? Neem dan contact met ons op.
• Call Registratie (+note)
  Gespreksinformatie en gespreksnotities kunnen rechtstreeks in jouw CRM worden opgeslagen onder de klantenkaart.
• Custom field variabelen
  De eigen gemaakte velden in de CRM-applicatie kunnen ook worden gebruikt om in de pop-up weer te geven.
• SearchBar
  Zoek CRM-contactinformatie vanuit de 'SearchBar' desktop werkbalk. Vanuit hier kun je de klantkaart openen, direct een telefoongesprek starten, e-mail/WhatsApp/Microsoft Teams bericht sturen of de call historie inzien. Heb je deze functie nodig maar is deze nog niet beschikbaar voor jouw integratie? Neem dan contact met ons op.
• Call control
  Mits je telefonieplatform dit ondersteund is er volledige call control beschikbaar in de pop-up notificatie. Hierdoor kun je vanuit de notificatie je bureautoestel, softphone of andere device bedienen.
• Wisselgesprek
  Als je tijdens een telefoongesprek ook andere oproepen aangeboden krijgt, verschijnen die oproepen onderin de pop-up notificatie en kun je op basis van een muisklik eenvoudig wisselen.
• Thema modus
  Wissel de kleurstelling handmatig of op basis van je systeemvoorkeuren naar day- of darkmode.

Implementatietype

• Bubble Desktop
  Bubble is geïnstalleerd op elke gebruiker/werkstation en draait lokaal op de computer van de gebruiker.
• Bubble Cloud
  Bubble wordt gehost in de cloud, dus lokale installatie is niet nodig. Let op: Deze optie vereist de Bubble Cloud-add-on licentie. Voor cloudhosting is het altijd noodzakelijk dat onze cloud-IP-adressen toegang hebben tot de CRM-/telefonieomgeving.

Integratie type

• Realtime API (gebruikers niveau)
  Autorisatie met de CRM-applicatie op gebruikersniveau. Let op, als je de profielen wilt clonen naar andere gebruikers in de organisatie, worden de gebruikersgegevens ook gekopieerd. Om dit te voorkomen kan je zelf een template aanmaken in het partnerportaal.
• Clone Template
  Er moet een template worden gebruikt bij het clonen van de profielen omdat er een user authorisatie plaatsvindt die niet meegecloned kan worden.

Applicatietype

• Bubble365 embedded pop-up
  Maak gebruik van alle functionaliteiten die Bubble te bieden heeft. De pop-up notificatie is volledig geintegreerd in het CRM-systeem zelf.

Standaard Bubble pop-up functies

• Pop-up notificatie
  Bij een inkomende, uitgaande en doorgeschakelde oproep, komt er onmiddellijk een melding met klantinformatie.
• Inhoud pop-up aanpasbaar
  Bepaal de inhoud van de pop-up per gebruiker, afdeling of organisatie met info uit je CRM-applicatie.
• Single sign-on
  Je hoeft niet allerlei wachtwoorden te onthouden. Je kunt inloggen met je Microsoft-, Google- of Apple-account.
• Meertalig
  Bepaal de taal van de inhoud in de pop-up door de inhoud toe te voegen in de eigen gekozen taal.
• Interne oproepen verbergen
  Wil je geen pop-up zien als een collega je intern belt? Mogelijkheid om deze functie aan of uit te zetten.
• Sorteer resultaat
  Liever eerst contacten tonen in plaats van bedrijven bij gebruik van 'multi-result'? Bepaal zelf de volgorde.
• Klik & bel
  Start een uitgaand telefoongesprek met één muisklik vanaf elke website.
• Gesprekken terughalen
  Met één klik kunnen de afgesloten pop-ups worden teruggehaald om de informatie opnieuw te tonen.
• Terug bellen
  Je kunt het telefoonnummer met een simpele muisklik direct weer oproepen vanuit een 'teruggehaalde pop-up'.
• Timer gespreksduur
  Tijdens een telefoongesprek is een timer zichtbaar in de pop-up waar de gespreksduur in seconden wordt weergegeven.
• Call history
  Geef de naam van de collega die het laatst met de beller heeft gesproken of geprobeerd heeft te bellen in de afgelopen 3 maanden.
• Call Note
  Neem de info van je gesprek onmiddellijk op in een notitie, zodat alle informatie zichtbaar is voor uw collega's.
• Updates
  Met een Bubble licentie heb je altijd toegang tot de nieuwste functies die met één klik geïnstalleerd kunnen worden.
• Nummernotatie
  Als je verschillende nummernotaties gebruikt in je CRM (standaard al 20+ formaten), kun je die zelf toevoegen.

Knoppen

Hieronder staat de lijst met beschikbare knoppen. Dit zijn zowel CRM specifieke- als generieke Bubble functies.

• View Relation
• View Company
• View Contact
• Create Contact
• Create Company
• 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

Bepaal zelf de inhoud van de pop-up per gebruiker, afdeling of organisatie met informatie uit jouw CRM pakket. Hieronder staat de lijst met parameters die beschikbaar is vanuit jouw CRM software weergegeven.

• hubspot_type
• hubspot_contact_id
• hubspot_contact_url
• hubspot_company_name
• hubspot_company_id
• hubspot_company_url
• hubspot_url
• hubspot_address
• hubspot_annualrevenue
• hubspot_associatedcompanyid
• hubspot_associatedcompanylastupdated
• hubspot_city
• hubspot_closedate
• hubspot_company
• hubspot_company_size
• hubspot_country
• hubspot_createdate
• hubspot_currentlyinworkflow
• hubspot_date_of_birth
• hubspot_days_to_close
• hubspot_degree
• hubspot_email
• hubspot_engagements_last_meeting_booked
• hubspot_engagements_last_meeting_booked_campaign
• hubspot_engagements_last_meeting_booked_medium
• hubspot_engagements_last_meeting_booked_source
• hubspot_fax
• hubspot_field_of_study
• hubspot_first_conversion_date
• hubspot_first_conversion_event_name
• hubspot_first_deal_created_date
• hubspot_firstname
• hubspot_followercount
• hubspot_gender
• hubspot_graduation_date
• hubspot_hs_additional_emails
• hubspot_hs_all_accessible_team_ids
• hubspot_hs_all_assigned_business_unit_ids
• hubspot_hs_all_contact_vids
• hubspot_hs_all_owner_ids
• hubspot_hs_all_team_ids
• hubspot_hs_analytics_average_page_views
• hubspot_hs_analytics_first_referrer
• hubspot_hs_analytics_first_timestamp
• hubspot_hs_analytics_first_touch_converting_campaign
• hubspot_hs_analytics_first_url
• hubspot_hs_analytics_first_visit_timestamp
• hubspot_hs_analytics_last_referrer
• hubspot_hs_analytics_last_timestamp
• hubspot_hs_analytics_last_touch_converting_campaign
• hubspot_hs_analytics_last_url
• hubspot_hs_analytics_last_visit_timestamp
• hubspot_hs_analytics_num_event_completions
• hubspot_hs_analytics_num_page_views
• hubspot_hs_analytics_num_visits
• hubspot_hs_analytics_revenue
• hubspot_hs_analytics_source
• hubspot_hs_analytics_source_data_1
• hubspot_hs_analytics_source_data_2
• hubspot_hs_avatar_filemanager_key
• hubspot_hs_buying_role
• hubspot_hs_calculated_form_submissions
• hubspot_hs_calculated_merged_vids
• hubspot_hs_calculated_mobile_number
• hubspot_hs_calculated_phone_number
• hubspot_hs_calculated_phone_number_area_code
• hubspot_hs_calculated_phone_number_country_code
• hubspot_hs_calculated_phone_number_region_code
• hubspot_hs_clicked_linkedin_ad
• hubspot_hs_content_membership_email_confirmed
• hubspot_hs_content_membership_notes
• hubspot_hs_content_membership_registered_at
• hubspot_hs_content_membership_registration_domain_sent_to
• hubspot_hs_content_membership_registration_email_sent_at
• hubspot_hs_content_membership_status
• hubspot_hs_conversations_visitor_email
• hubspot_hs_count_is_unworked
• hubspot_hs_count_is_worked
• hubspot_hs_created_by_conversations
• hubspot_hs_created_by_user_id
• hubspot_hs_createdate
• hubspot_hs_date_entered_customer
• hubspot_hs_date_entered_evangelist
• hubspot_hs_date_entered_lead
• hubspot_hs_date_entered_marketingqualifiedlead
• hubspot_hs_date_entered_opportunity
• hubspot_hs_date_entered_other
• hubspot_hs_date_entered_salesqualifiedlead
• hubspot_hs_date_entered_subscriber
• hubspot_hs_date_exited_customer
• hubspot_hs_date_exited_evangelist
• hubspot_hs_date_exited_lead
• hubspot_hs_date_exited_marketingqualifiedlead
• hubspot_hs_date_exited_opportunity
• hubspot_hs_date_exited_other
• hubspot_hs_date_exited_salesqualifiedlead
• hubspot_hs_date_exited_subscriber
• hubspot_hs_document_last_revisited
• hubspot_hs_email_bad_address
• hubspot_hs_email_bounce
• hubspot_hs_email_click
• hubspot_hs_email_customer_quarantined_reason
• hubspot_hs_email_delivered
• hubspot_hs_email_domain
• hubspot_hs_email_first_click_date
• hubspot_hs_email_first_open_date
• hubspot_hs_email_first_reply_date
• hubspot_hs_email_first_send_date
• hubspot_hs_email_hard_bounce_reason
• hubspot_hs_email_hard_bounce_reason_enum
• hubspot_hs_email_is_ineligible
• hubspot_hs_email_last_click_date
• hubspot_hs_email_last_email_name
• hubspot_hs_email_last_open_date
• hubspot_hs_email_last_reply_date
• hubspot_hs_email_last_send_date
• hubspot_hs_email_open
• hubspot_hs_email_optout
• hubspot_hs_email_optout_14901959
• hubspot_hs_email_quarantined
• hubspot_hs_email_quarantined_reason
• hubspot_hs_email_recipient_fatigue_recovery_time
• hubspot_hs_email_replied
• hubspot_hs_email_sends_since_last_engagement
• hubspot_hs_emailconfirmationstatus
• hubspot_hs_facebook_ad_clicked
• hubspot_hs_facebook_click_id
• hubspot_hs_facebookid
• hubspot_hs_feedback_last_nps_follow_up
• hubspot_hs_feedback_last_nps_rating
• hubspot_hs_feedback_last_survey_date
• hubspot_hs_feedback_show_nps_web_survey
• hubspot_hs_first_engagement_object_id
• hubspot_hs_first_subscription_create_date
• hubspot_hs_google_click_id
• hubspot_hs_googleplusid
• hubspot_hs_has_active_subscription
• hubspot_hs_ip_timezone
• hubspot_hs_is_contact
• hubspot_hs_is_unworked
• hubspot_hs_language
• hubspot_hs_last_sales_activity_date
• hubspot_hs_last_sales_activity_timestamp
• hubspot_hs_lastmodifieddate
• hubspot_hs_latest_meeting_activity
• hubspot_hs_latest_sequence_ended_date
• hubspot_hs_latest_sequence_enrolled
• hubspot_hs_latest_sequence_enrolled_date
• hubspot_hs_latest_sequence_finished_date
• hubspot_hs_latest_sequence_unenrolled_date
• hubspot_hs_latest_source
• hubspot_hs_latest_source_data_1
• hubspot_hs_latest_source_data_2
• hubspot_hs_latest_source_timestamp
• hubspot_hs_latest_subscription_create_date
• hubspot_hs_lead_status
• hubspot_hs_legal_basis
• hubspot_hs_lifecyclestage_customer_date
• hubspot_hs_lifecyclestage_evangelist_date
• hubspot_hs_lifecyclestage_lead_date
• hubspot_hs_lifecyclestage_marketingqualifiedlead_date
• hubspot_hs_lifecyclestage_opportunity_date
• hubspot_hs_lifecyclestage_other_date
• hubspot_hs_lifecyclestage_salesqualifiedlead_date
• hubspot_hs_lifecyclestage_subscriber_date
• hubspot_hs_linkedin_ad_clicked
• hubspot_hs_linkedinid
• hubspot_hs_marketable_reason_id
• hubspot_hs_marketable_reason_type
• hubspot_hs_marketable_status
• hubspot_hs_marketable_until_renewal
• hubspot_hs_merged_object_ids
• hubspot_hs_object_id
• hubspot_hs_persona
• hubspot_hs_pinned_engagement_id
• hubspot_hs_pipeline
• hubspot_hs_predictivecontactscore
• hubspot_hs_predictivecontactscore_v2
• hubspot_hs_predictivecontactscorebucket
• hubspot_hs_predictivescoringtier
• hubspot_hs_read_only
• hubspot_hs_sa_first_engagement_date
• hubspot_hs_sa_first_engagement_descr
• hubspot_hs_sa_first_engagement_object_type
• hubspot_hs_sales_email_last_clicked
• hubspot_hs_sales_email_last_opened
• hubspot_hs_sales_email_last_replied
• hubspot_hs_searchable_calculated_international_mobile_number
• hubspot_hs_searchable_calculated_international_phone_number
• hubspot_hs_searchable_calculated_mobile_number
• hubspot_hs_searchable_calculated_phone_number
• hubspot_hs_sequences_actively_enrolled_count
• hubspot_hs_sequences_enrolled_count
• hubspot_hs_sequences_is_enrolled
• hubspot_hs_social_facebook_clicks
• hubspot_hs_social_google_plus_clicks
• hubspot_hs_social_last_engagement
• hubspot_hs_social_linkedin_clicks
• hubspot_hs_social_num_broadcast_clicks
• hubspot_hs_social_twitter_clicks
• hubspot_hs_testpurge
• hubspot_hs_testrollback
• hubspot_hs_time_between_contact_creation_and_deal_close
• hubspot_hs_time_between_contact_creation_and_deal_creation
• hubspot_hs_time_in_customer
• hubspot_hs_time_in_evangelist
• hubspot_hs_time_in_lead
• hubspot_hs_time_in_marketingqualifiedlead
• hubspot_hs_time_in_opportunity
• hubspot_hs_time_in_other
• hubspot_hs_time_in_salesqualifiedlead
• hubspot_hs_time_in_subscriber
• hubspot_hs_time_to_first_engagement
• hubspot_hs_time_to_move_from_lead_to_customer
• hubspot_hs_time_to_move_from_marketingqualifiedlead_to_customer
• hubspot_hs_time_to_move_from_opportunity_to_customer
• hubspot_hs_time_to_move_from_salesqualifiedlead_to_customer
• hubspot_hs_time_to_move_from_subscriber_to_customer
• hubspot_hs_timezone
• hubspot_hs_twitterid
• hubspot_hs_unique_creation_key
• hubspot_hs_updated_by_user_id
• hubspot_hs_user_ids_of_all_notification_followers
• hubspot_hs_user_ids_of_all_notification_unfollowers
• hubspot_hs_user_ids_of_all_owners
• hubspot_hs_whatsapp_phone_number
• hubspot_hubspot_owner_assigneddate
• hubspot_hubspot_owner_id
• hubspot_hubspot_team_id
• hubspot_hubspotscore
• hubspot_industry
• hubspot_ip_city
• hubspot_ip_country
• hubspot_ip_country_code
• hubspot_ip_latlon
• hubspot_ip_state
• hubspot_ip_state_code
• hubspot_ip_zipcode
• hubspot_job_function
• hubspot_jobtitle
• hubspot_kloutscoregeneral
• hubspot_lastmodifieddate
• hubspot_lastname
• hubspot_lifecyclestage
• hubspot_linkedinbio
• hubspot_linkedinconnections
• hubspot_marital_status
• hubspot_message
• hubspot_military_status
• hubspot_mobilephone
• hubspot_notes_last_contacted
• hubspot_notes_last_updated
• hubspot_notes_next_activity_date
• hubspot_num_associated_deals
• hubspot_num_contacted_notes
• hubspot_num_conversion_events
• hubspot_num_notes
• hubspot_num_unique_conversion_events
• hubspot_numemployees
• hubspot_owneremail
• hubspot_ownername
• hubspot_phone
• hubspot_photo
• hubspot_recent_conversion_date
• hubspot_recent_conversion_event_name
• hubspot_recent_deal_amount
• hubspot_recent_deal_close_date
• hubspot_relationship_status
• hubspot_salutation
• hubspot_school
• hubspot_seniority
• hubspot_start_date
• hubspot_state
• hubspot_surveymonkeyeventlastupdated
• hubspot_total_revenue
• hubspot_twitterbio
• hubspot_twitterhandle
• hubspot_twitterprofilephoto
• hubspot_webinareventlastupdated
• hubspot_website
• hubspot_work_email
• hubspot_zip
• hubspot_about_us
• hubspot_address2
• hubspot_closedate_timestamp_earliest_value_a2a17e6e
• hubspot_description
• hubspot_domain
• hubspot_facebook_company_page
• hubspot_facebookfans
• hubspot_first_contact_createdate
• hubspot_first_contact_createdate_timestamp_earliest_value_78b50eea
• hubspot_first_conversion_date_timestamp_earliest_value_61f58f2c
• hubspot_first_conversion_event_name_timestamp_earliest_value_68ddae0a
• hubspot_founded_year
• hubspot_googleplus_page
• hubspot_hs_additional_domains
• hubspot_hs_analytics_first_timestamp_timestamp_earliest_value_11e3a63a
• hubspot_hs_analytics_first_touch_converting_campaign_timestamp_earliest_value_4757fe10
• hubspot_hs_analytics_first_visit_timestamp_timestamp_earliest_value_accc17ae
• hubspot_hs_analytics_last_timestamp_timestamp_latest_value_4e16365a
• hubspot_hs_analytics_last_touch_converting_campaign_timestamp_latest_value_81a64e30
• hubspot_hs_analytics_last_visit_timestamp_timestamp_latest_value_999a0fce
• hubspot_hs_analytics_latest_source
• hubspot_hs_analytics_latest_source_data_1
• hubspot_hs_analytics_latest_source_data_2
• hubspot_hs_analytics_latest_source_timestamp
• hubspot_hs_analytics_num_page_views_cardinality_sum_e46e85b0
• hubspot_hs_analytics_num_visits_cardinality_sum_53d952a6
• hubspot_hs_analytics_source_data_1_timestamp_earliest_value_9b2f1fa1
• hubspot_hs_analytics_source_data_2_timestamp_earliest_value_9b2f9400
• hubspot_hs_analytics_source_timestamp_earliest_value_25a3a52c
• hubspot_hs_ideal_customer_profile
• hubspot_hs_is_target_account
• hubspot_hs_last_booked_meeting_date
• hubspot_hs_last_logged_call_date
• hubspot_hs_last_open_task_date
• hubspot_hs_latest_createdate_of_active_subscriptions
• hubspot_hs_num_blockers
• hubspot_hs_num_child_companies
• hubspot_hs_num_contacts_with_buying_roles
• hubspot_hs_num_decision_makers
• hubspot_hs_num_open_deals
• hubspot_hs_parent_company_id
• hubspot_hs_predictivecontactscore_v2_next_max_max_d4e58c1e
• hubspot_hs_target_account
• hubspot_hs_target_account_probability
• hubspot_hs_target_account_recommendation_snooze_time
• hubspot_hs_target_account_recommendation_state
• hubspot_hs_total_deal_value
• hubspot_is_public
• hubspot_linkedin_company_page
• hubspot_name
• hubspot_num_associated_contacts
• hubspot_num_conversion_events_cardinality_sum_d095f14b
• hubspot_numberofemployees
• hubspot_recent_conversion_date_timestamp_latest_value_72856da1
• hubspot_recent_conversion_event_name_timestamp_latest_value_66c820bf
• hubspot_timezone
• hubspot_total_money_raised
• hubspot_twitterfollowers
• hubspot_web_technologies