Connecting the Pipedrive 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 Pipedrive 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 Pipedrive is visible from the moment your softphone, desk phone or other device rings until the call ends. 

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 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 Pipedrive (provided your telephony platform supports it).
• Search CRM contact information directly in the Searchbar desktop application even if there is no phone call at that time.
• 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.
• 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 Pipedrive [Embedded] 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.