Integrate your Phone System with your CRM
CallingU
CallingU
Connect more than 175 CRM applications to your CallingU telephony system with integration tool Bubble from Team Project. Connecting your favorite CRM to CallingU is extremely important for improving customer satisfaction and working more efficiently.
Functionalities
We distinguish between CRM and telephony platform specific functionalities. If you are looking for the functionalities your CRM integration has to offer, please check the service description in the marketplace. The complete list of telephony platform-specific functionalities that CallingU supports can be found under tab functions, but we have already listed a few important ones for you. With the CallingU telephony integration, Team Project offers:
- Pop-up notification on incoming, outgoing and transferred calls.
- Under the same user, link multiple CRM integrations to CallingU at no additional cost.
- The Call History function allows you to see all contact moments of Bubble users with the phone number over the last 90 days so you can immediately see which colleague had the last contact.
- Native application available for Windows & macOS.
- Easy and secure login based on Single sign-on (Microsoft, Google or Apple account).
Technical
Connecting Bubble - and thus more than 175 CRM applications - to your CallingU phone system is very easy. With Bubble, you connect the telephony platform CallingU based on the CallingU Webhook. With this, you set up a secure and stable connection.
All integrations for CallingU-
Bubble pop-up
Make use of the pop-up that Bubble triggers by incoming calls.
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Supported via telephony platform
Transcriptions are generated by the telephony platform itself and written via Bubble into the connected CRM (if supported).
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Not supported yet
AI transcriptions are currently not supported via the integration between the telephony platform and Bubble.
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Inbound events
This allows Bubble to show data for incoming calls.
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Outbound events
This allows Bubble to show data for outgoing calls.
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Transfered events
Bubble also displays the data on transferred calls.
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External number (inbound)
The $external_number parameter is available for inbound call events.
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External number (outbound)
The $external_number parameter is available for outbound call events.
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Company based
This telephone system supports company-level authentication. It is only necessary to add the internal phonenumbers/extensions to the user(s) in the partner portal.
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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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Bubble Desktop
bble 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.