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.
Hotkey dial from CRM
Is a phone number not clickable in your CRM? With this function you can still make a call.
Copy to dial
Select a phone number and get a suggestion to call directly.
Integration features
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.
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.
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.
Deployment type
Bubble Desktop
Bubble is installed on each user/workstation and runs locally on the user's computer.
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.
Integration type
OtherClone template
A template must be used when cloning profiles because user authorization takes place, which cannot be cloned.
Application type
Gateway Integration
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).
Bubble365 Chrome Plug-in
With the Bubble365 Chrome plug-in, you can create a seamless user experience in virtually any CRM or ERP system, without relying on built-in app support. It brings communication and integration features together in your browser, including full call control via your softphone or desk phone.
Bubble365 Edge Plug-in
With the Bubble365 Edge plug-in, you can create a seamless user experience in virtually any CRM or ERP system, without relying on embedded app support. It combines communication and CRM functionalities in your browser, including full call control through your softphone or desk phone.
Bubble365 iframe
With the Bubble365 iFrame, you can easily embed Bubble365 into your own application or browser, offering an integrated user experience without having to build a full notification system yourself.
Standard Bubble pop-up functions
Single sign-on
No need to remember multiple passwords, login with your Microsoft, Google or Apple account.
Click to dial
Start an outgoing telephone call with one mouse click from any website.
Number notation
If you use different number notations in your CRM (already 20+ formats by default) you can add them yourself.
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