Manual - In2CRM

In2CRM CRM Configuration
Notes
To activate click-to-dial, the administrator should contact In2CRM.
Configuration in CRM application
Make sure the In2CRM telephony module is activated.
For click-to...
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Features
Outbound call possibilities CRM-
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 logging
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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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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Activity Hub
In the Activity Hub, you can view activities such as a call log with notes or a conversation transcription that still needs to be saved in the CRM. You can choose to do this automatically or manually. Notes and transcriptions can be edited before they are written to the CRM.
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Call logging (+AI transcription)
Call details, call notes, and an AI transcript of the conversation can be stored directly in your CRM under the customer record. To save AI transcripts, the connected telephony platform must support this feature.
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Bubble Desktop
Bubble is installed on each user/workstation and runs locally on the user's computer.
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Bubble Cloud
Bubble is hosted in the cloud, so no local installation is required. Note: This option requires the Bubble Cloud add-on license. For cloud hosting, it is always necessary for our cloud IP addresses to have access to the CRM/telephony environment.
- Other
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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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Bubble Gateway Integration
Bubble Gateway Integration is developed for CRM, EPD and ERP applications that have their own integrated telephony module. Bubble handles the technical processing of incoming and outgoing calls, status changes and other telephony actions, and ensures that these – with the proper authentication – are securely passed on to the CRM, or in the case of outgoing calls, to the telephony platform. Which functionalities the end user sees is entirely determined by what the CRM supports. Bubble Gateway Integration connects, the CRM decides.
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Bubble365 Chrome Plug-in
The Bubble365 Chrome Plug-in brings your telephony and CRM together in one clear, integrated browser experience. With compatibility for various CRM applications and telephony platforms, the plug-in fits seamlessly into your existing work environment. This way, you can work faster, more efficiently, and with greater customer focus — all without interrupting your workflow.
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Bubble365 Edge Plug-in
The Bubble365 Edge Plug-in brings your telephony and CRM together in one clear, integrated browser experience. With compatibility for various CRM applications and telephony platforms, the plug-in fits seamlessly into your existing work environment. This way, you can work faster, more efficiently, and with greater customer focus — all without interrupting your workflow.
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Bubble365 iFrame
With the Bubble365 iFrame you can easily integrate Bubble365 into your own application — for example within your telephony platform, CRM system or simply in the browser. Ideal for developers who do not want to build a complete telephony notification module like Bubble themselves, but still want to benefit from an integrated user experience that is compatible with CRM applications and telephony platforms.
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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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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.