Kolibri CRM connector VoIP

With the Kolibri CRM telephony connector, incoming and outgoing calls will generate on screen notifications on your PC. These include customer information contained within Kolibri and you also have the ability open the customer card directly from these notifications. The Zoho connector is part of the Bubble telephony integration from Red Cactus.

Category:

Description

Kolibri can be configured in two ways:

Option A (not released yet)

Use the Kolibri pop-up in Kolibri itself which uses Bubble as a gateway. With the Kolibri CRM telephony connector, incoming and outgoing calls will generate on screen notifications on your PC. It is advisable to add a note during the call in the on screen notification, to enrich customer data so that you can find afterwards what the conversation was about. The on screen pop-up will disappear by itself when the call has finished.

In addition to displaying relation information in your pop-up, you have also two buttons in  the pop-up that perform the following actions:

  • View contact
  • View agenda

The Bubble application includes fully integrated click-to-dial functionality that works both locally and web-based.

Option B

If you prefer to use the Bubble on screen pop-up (or both at the same time), you as a user can completely customize the on screen pop-up. The list of data fields available from this CRM connector are as follows:

  • name
  • kolibri_type
  • kolibri_display_name
  • kolibri_url
  • kolibri_date_of_birth
  • kolibri_date_time_created
  • kolibri_date_time_modified
  • kolibri_email
  • kolibri_email2
  • kolibri_email3
  • kolibri_is_active
  • kolibri_is_main_office
  • kolibri_last_contact
  • kolibri_letter_avatar
  • kolibri_linked_created_by
  • kolibri_linked_modified_by
  • kolibri_linked_relation_groups
  • kolibri_mobile_number
  • kolibri_phoneNumber
  • kolibri_street_name_and_number
  • kolibri_postal_code
  • kolibri_type_of_relation
  • kolibri_upcoming_birthday
  • kolibri_future_street_name_and_number
  • kolibri_future_postal_code
  • kolibri_future_locality
  • kolibri_id
  • kolibri_is_new
  • kolibri_real_estate_agency_id
  • kolibri_address_line
  • kolibri_city_of_birth
  • kolibri_civil_state
  • kolibri_first_name
  • kolibri_gender
  • kolibri_last_name
  • kolibri_middle_name
  • kolibri_name_letters
  • kolibri_nickname
  • kolibri_linked_office
  • kolibri_assignment_availability_status
  • kolibri_assignment_country_code
  • kolibri_assignment_display_name
  • kolibri_assignment_for_rent
  • kolibri_assignment_for_sale
  • kolibri_assignment_key_note
  • kolibri_assignment_listing_type
  • kolibri_assignment_locality
  • kolibri_assignment_photo1_url
  • kolibri_assignment_postal_code
  • kolibri_assignment_public_reference
  • kolibri_assignment_real_estate_group
  • kolibri_assignment_sale_price
  • kolibri_assignment_street_name_and_number
  • kolibri_assignment_type_of_assignment
  • kolibri_assignment_is_active
  • kolibri_assignment_date_time_created
  • kolibri_assignment_date_time_modified
  • kolibri_assignment_id
  • kolibri_assignment_url

In addition to displaying specific data in your pop-up, you can also create up to 4 buttons in the pop-up that can perform various different actions. Trengo specific are as follows:

  • View Relation
  • View Assigment

The Bubble application includes fully integrated click-to-dial functionality that works both locally and web-based.

Technical

Connecting Bubble – and thus the Kolibri CRM connector – to your telephony system is very straight forward. The procedure is unique to each telephony system but they all have one thing in common, you don’t need to be very technical to do it. The Kolibri software is linked based on an API key.

Price

Setup license price per end customer: €450.00*

Setup price per end user: €25.00

Monthly recurring price per end user: €5.00

Rates shown are gross sales prices excluding VAT. Send a mail to receive the partner price list.

*The rate shown includes the license costs for activation from Kolibri.

Bubble can be connected to most telephony systems. Is your telecom provider not listed? No problem, many telecom providers use the same underlying technology, so there is a good chance that we already have a connector for your telephony environment.

Telephone systems

  • Broadsoft
  • Asterisk
  • Avaya
  • VoIPGRID
  • CC4All
  • ClearVox Nexxt
  • Cisco Call Manager
  • Mitel OIG
  • Kwebbl
  • Call2Teams
  • Xelion
  • 3CX
  • Axeos
  • Unify OpenScape Business
  • Yeastar
  • VOIPZeker
  • Tring
  • Talk Rex
  • KPN EEN
  • Vodafone One Net
  • T-Mobile Cloud & Clear
  • RoutIT
  • Voys
  • Dean One - Gamma Communications
  • Univerge Blue Connect
  • Enreach (note, deviating functionalities see knowledgebase)
  • Gamma Communications (soon, on the roadmap)
  • FreeSWITCH (soon, on the roadmap)
  • RingCentral (soon, on the roadmap)

Click here to go to the knowledge base.

Bubble supports the following operating systems:

  • Windows
  • macOS

Deviating functionalities

The only functionality that differs between the Windows and macOS version is that the macOS version does not support select&call. Of course, the click & call functionality is supported.

Technical specifications

For more information, check out our knowledgde base > software or click here.

 

If a connector already exists, you can request a test account from a Red Cactus partner. The Red Cactus license is free for 30 days with a maximum of 5 users. Ask for any additional conditions at the Red Cactus partner.

It is possible in Bubble to activate multiple CRM- ERP- connectors under the same user at no extra cost. The license prices shown do not depend on the number of connectors you want to activate per user.

Suppose you have linked your CRM- ERP- software as a primary basis, you can choose to activate another connectors as a secondary basis, for example the Google connector. If the caller's details do not exist in your CRM- ERP- software, the details in this example will still be shown from Google's database.

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