CRM Integrations
Link your PBX with your CRM
TIQ Time
Connecting TIQ Time to your telephony platform is extremely important for improving customer satisfaction and working more efficiently. With our integration tool Bubble, a time entry is sent to TIQ Time at the end of the conversation so it can be made billable.
Gateway
For this integration, Bubble acts as a gateway. This means you can disable all of Bubble's pop-up functionalities, as Bubble in this configuration only ensures that your telephony environment can communicate with TIQ Time.
Functionalities
The integration method allows you to see a time entry in TIQ Time at the end of the conversation. Optionally, you can link a second legal package to access more information about the caller. If available and applicable, you can provide a so-called MatterID at the end of the conversation, allowing the time entry to be directly linked to a case in TIQ Time.
In addition to the gateway function mentioned, Bubble offers many more features. For instance, you can activate multiple CRM integrations under the same user at no extra cost, which can be convenient if your company uses multiple software applications. Here is a list of some key features for you:
- Dialing out with one click on a phone number in your CRM, browser or other program with the Click & Call feature.
- At the end of every call, there will be pushed a Time Entry to the TIQ Time, so that every call is logged in the TIQTime.
- 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 TIQTime 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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Copy to dial
Select a phone number and get a suggestion to call directly.
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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 (company based)
Authentication with CRM application at company level.
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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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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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Pop-up notification
With an incoming, outgoing and forwarded call, an immediate notification with customer information.
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Content pop-up customization
Determine the content of the pop-up per user, department or organization with info from your CRM application.
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Screen & position customizable
Working with multiple screens? Decide at which screen and in what position you want to see the pop-up.
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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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Auto-hide
Indicate whether you want the pop-up to remain or to disappear automatically after x time or action.
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Multi-languages
Determine the language of the content in the pop-up by adding the words in the language of your choice.
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Mute
Mute the pop-ups for a while? Mute the notifications with a simple mouse click until you turn them on again.
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Hide internal callers
Don’t want to see a pop-up when a colleague calls you internally? Possibility to turn this function on or off.
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Sorting result
Prefer to show contacts first instead of companies when using ‘multi-result’? Decide the order yourself.
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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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Recall conversations
In one click, the completed conversation popups can be retrieved to show the information again.
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Call back
You can recall the phone number again directly from a ‘retrieved pop-up’ with a simple mouse click.
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Talk duration timer
During a phone call, a timer is visible in the pop-up where the duration is displayed in seconds.
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Call history
Display the name of the colleague who last spoke or tried to call the caller in the past 3 months.
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Call notes
Immediately record your conversation info in a note so that all information is visible to your colleagues.
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Multi-tenant mode
With this function you are able to be logged in with multipleaccounts at the same time from one workplace.
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Multiple profiles
You can configure multiple profiles so that you as a user are able to switch quickly to another profile.
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Updates
With a Bubble license you are always entitled to the latest functions that can be installed with one click.
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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
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Automations
Build your own If-This-That flows to e.g. open actions, change parameters or execute a script.
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Number notation
If you use different number notations in your CRM (already 20+ formats by default) you can add them yourself.
What does Bubble benefit your organization?
Calculation
Time saved per year
€
Investment Bubble per year
€
Total investment per year
Potential savings per year
€
Disclaimer: This calculation is based on 45 workable weeks (8 hours per day). This calculation does not take into account any one-time investments or any license fees charged by the CRM vendor. No rights can be derived from this calculation.
- Saving time by not having to ask for the customers name
- Answer the phone in a customer-friendly and personal way
- Improve team interaction by immediately seeing which colleague has had contact
- No manual and incorrect entering of customer data
- Instantly see who and why someone is calling
- More time and attention for the customer which leads to better customer satisfaction
- Calling directly from the customer data of your software application
- Connecting multiple software applications within the organization? No problem with Bubble!
- All functionalities this integration has to offer
- When transferring the call to your colleague the customer details are also transferred