Manual - Codex
Codex CRM ConfigurationNotes There is a paid license on the side of Codex, that must be activated first for using the Bubble integration.Bubble triggers the phone module in Codex so the Bubb...
Index
Codex CRM Configuration
Configuration in CRM application
Configuration Bubble Software
Easy roll out to other users
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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 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.
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
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
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
Automations
Build your own If-This-That flows to e.g. open actions, change parameters or execute a script.
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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