Manual - Realworks

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Realworks CRM ConfigurationNotesThere is a paid license on the side of Realworks, that must be activated first for using the Bubble integration.Bubble triggers the phone module in Realw...

Index

Realworks CRM Configuration

Configuration in CRM application
Configuration Bubble Software

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.


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 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.

Call registration (+note)
Call information and call notes can be recorded directly in your CRM under the customer card.

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.


Integration type

Realtime API (company based)
Authentication with CRM application at company level.


Pop-up type

Bubble pop-up
Make use of all the functionalities that Bubble has to offer you

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).


Standard Bubble pop-up functions

Remote Dialer
A remote dialer is always available on your desktop so that you can start a call quickly and easily.

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.

Hotkey dial
Is a phone number not clickable in your CRM? With this function you can still make a call.

Native Windows applicatie
Bubble is available as a native software application for Windows.

Native macOS applicatie
Bubble is available as a native software application for macOS


The first reason could be that you forgot to log in to Realworks again after the configuration. If you did so, check if the internal number is added in Realworks."Relatiebeheer > Medewerkers > O...

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This integration uses the callto: protocol instead of the tel: protocol. You can activate the callto: protocol by going in Bubble to Settings > Dial > Enable Click to Dial for protocol > sele...

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Not all phone systems are considering transferred calls as 'new call', i.e. incrementing the id of the call.Realworks does not handle updated phone numbers correctly for the same call id.If Realworks...

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If you have more than one call registration per call, then the user is logged into multiple browser sessions. Realworks is set up so that initially only one environment can be logged into in the browser for the phone integration to work efficiently.

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