With the Salesforce CRM telephony connector, incoming and outgoing calls will generate on screen notifications on your PC. These include customer information contained within Salesforce and you also have the ability open the customer card directly from these notifications. The Salesforce connector is part of the Bubble telephony integration from Red Cactus
Salesforce CRM connector VoIP
Bubble has a number of unique features. The information displayed in the pop-up, as well as the buttons themselves, can be fully customised based on the end user’s requirements. You also get the pop-up notification when a call is transferred to you from another colleague. You have full control to select which screen the pop-up appears on (for users working with multiple screens). Bubble also retains recent call data to easily look up which Bubble user called a specific contact number most recently. The Bubble application includes fully integrated click-to-dial functionality that works both locally and web-based. As a user you can completely customise the on screen pop-up. The list of data fields available from this CRM connector are as follows:
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. Examples include, open contact card, accepting the call (if supported by telephone system), callback request, sending an email, copying to clipboard or creating bespoke actions.
Connecting Bubble – and thus the Salesforce 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 Salesforce software is linked based on an API key.
Setup price per end customer: €150.00
Setup price per end user: €25.00
Monthly recurring price per end user: €5.00
Note: To integrate with Salesforce you need user licenses with access to the API. This functionality is not included with the basic Salesforce licenses. Click here to check if your version has access to the API. The rates shown are the gross sales prices excluding VAT. Send amail to receive the partner price list.
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.
- ClearVox Nexxt
- Mitel OIG
- Unify OpenScape Business
- VOIPZeker (soon, on the roadmap)
- Gamma Communications (soon, on the roadmap)
Click here to go to the knowledge base.
Bubble supports the following operating systems:
- macOS (beta)
The only functionalitie 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.
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.