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RobinHQ
Connecting RobinHQ to your telephony platform is extremely important for improving customer satisfaction and working more efficiently. With our integration tool Bubble, you no longer have to search for customer data manually during phone calls but can use the functionalities that RobinHQ's telephony module has to offer you.
Gateway
For this integration, Bubble acts as a gateway. This means that you can disable all of Bubble's pop-up features yourself, because in this configuration, Bubble only ensures that your telephony environment can communicate with RobinHQ's telephony module.
Functionalities
The integration method gives you all the functionality that the RobinHQ telephony module has to offer. Think of a callnotification that will generate an action which ensures that the customer profile automatically opens in the RobinHQ Conversation Console. The agent is asked to leave a note with the content of the conversation, creating full conversation history under the customer’s profile. All calls are automatically logged and stored in the RobinHQ data warehouse, along with all your other customer service data, to ensure data accuracy. When a call is transferred to a colleague, the customer information moves with it. By default, the pop-up is visible from the moment your softphone, deskphone or other device rings until the call is terminated. Ask RobinHQ about the specific features their telephony module has to offer. In addition to the aforementioned gateway feature, Bubble comes with many other 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. We have already listed some important features for you:
- All the functionality that RobinHQ's phone module has to offer you.
- Dialing out with one click on a phone number in your CRM, browser or other program with the Click & Call feature.
- 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 RobinHQ 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.
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Click to dial from CRM
Start an outgoing telephone call with one mouse click from your CRM application or any website.
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Hotkey dial from CRM
Is a phone number not clickable in your CRM? With this function you can still make a call.
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Multi result pop-up
Does a phone number occurs multiple times in your CRM application? Click directly to the next result. Do you need this feature but is it not yet available for your integration? Please contact us.
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Call registration
Call information can be recorded directly in your CRM under the customer card. Do you need this feature but is it not yet available for your integration? Please contact us.
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Call registration (+note)
Call information and call notes can be recorded directly in your CRM under the customer card.
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SearchBar
Search CRM contact information from the 'SearchBar' desktop toolbar. From here you can open the customer card, start a phone call directly, send an email/WhatsApp/Microsoft Teams message or view the call history. Do you need this feature but is it not yet available for your integration? Please contact us.
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Realtime API (user based)
Authentication with CRM application at user level. Please note, if you want to clone the profiles to other users in the organization, the user data will be copied also. To prevent this, you can request a clone template from us that does not copy these values.
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Bubble pop-up
Make use of all the functionalities that Bubble has to offer you
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Application pop-up
The CRM application itself has a built-in telephony module. Bubble acts as a gateway (to connect the telephony module of your CRM application and your telephony system) through which you can disable the pop-up of Bubble itself (and therefore also the functions of Bubble).
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Remote Dialer
A remote dialer is always available on your desktop so that you can start a call quickly and easily.
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Single sign-on
No need to remember multiple passwords, login with your Microsoft, Google or Apple account.
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Click to dial
Start an outgoing telephone call with one mouse click from any website.
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Hotkey dial
Is a phone number not clickable in your CRM? With this function you can still make a call.
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Native Windows applicatie
Bubble is available as a native software application for Windows.
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Native macOS applicatie
Bubble is available as a native software application for macOS
Phone systems
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