Manual - SAP C4C [embedded]

Contents:
SAP C4C [embedded] CRM Configuration
Configuration in CRM application
Additional info
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.
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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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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 control
Provided your telephony platform supports it, full call control is available in the pop-up notification. This allows you to control your desk phone, softphone or other device from the notification.
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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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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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Call logging (+note)
Call information and call notes can be recorded directly in your CRM under the customer card.
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Call waiting
If you receive a second call while already on the phone, the Bubble365 apps will display this second call at the bottom of the pop-up notification, allowing you to easily switch with a single mouse click. In other apps, a second notification will appear instead.
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Custom field variables
The custom fields that have been created in the CRM application yourself can also be used to display in the pop-up.
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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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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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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.
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Realtime API (user based)
Authentication with CRM application at user level. Please note, if you want to clone the profiles to other users in the organization, the user data will be copied also. To prevent this, you can request a clone template from us that does not copy these values.
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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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Bubble365 Embedded CRM App
With the Bubble365 Embedded CRM App you experience the power of the Bubble integration tool, fully integrated within your CRM environment. For CRM applications that support embedded apps, this is the solution. If your telephony platform supports Call Control, you can manage your softphone or connected desk phone directly from the CRM — with functions such as answering calls, transferring, putting on hold and hanging up. The app provides a seamless user experience and increases productivity by bringing all communication and CRM functionalities together in one interface.
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Bubble365 Embedded Phone App
With the Bubble365 Embedded Phone App you bring CRM functionality directly into your softphone or contact center, provided your telephony platform supports it. On an incoming call, all relevant customer information appears instantly with convenient action buttons – fully integrated into your existing environment, without switching screens or programs. This allows you to search CRM contacts in real time and manage everything from one central place.
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CRM specific buttons
CRM specific buttons to, for example, open customer card or initiate other actions. See tab 'buttons'.
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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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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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Call back
You can recall the phone number again directly from a ‘retrieved pop-up’ with a simple mouse click.
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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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Latest features
With a Bubble license you are always entitled to the latest functions that can be installed with one click.
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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.
Buttons
Below is the list of available buttons. These are both CRM specific- and generic Bubble functions.
- Open - SAP C4C
- Open account - SAP C4C
- Open contact - SAP C4C
- Open employee - SAP C4C
- Send WhatsApp message (standard button)
- Send Microsoft Teams message (standard button)
- Open SearchBar (standard button)
- Trigger Automations (standard button)
Parameters
Determine the content of the pop-up per user, department or organization with information from your CRM package. Below is the list of parameters available from your CRM software.
- $sapc4c___metadata_uri
- $sapc4c___metadata_type
- $sapc4c___metadata_etag
- $sapc4c_object_id
- $sapc4c_contact_id
- $sapc4c_contact_uuid
- $sapc4c_external_id
- $sapc4c_external_system
- $sapc4c_status_code
- $sapc4c_status_code_text
- $sapc4c_title_code
- $sapc4c_title_code_text
- $sapc4c_academic_title_code
- $sapc4c_academic_title_code_text
- $sapc4c_additional_academic_title_code
- $sapc4c_additional_academic_title_code_text
- $sapc4c_name_prefix_code
- $sapc4c_name_prefix_code_text
- $sapc4c_first_name
- $sapc4c_last_name
- $sapc4c_additional_family_name
- $sapc4c_initials
- $sapc4c_middle_name
- $sapc4c_name
- $sapc4c_gender_code
- $sapc4c_gender_code_text
- $sapc4c_marital_status_code
- $sapc4c_marital_status_code_text
- $sapc4c_language_code
- $sapc4c_language_code_text
- $sapc4c_nick_name
- $sapc4c_birth_date
- $sapc4c_birth_name
- $sapc4c_contact_permission_code
- $sapc4c_contact_permission_code_text
- $sapc4c_profession_code
- $sapc4c_profession_code_text
- $sapc4c_perception_of_company_code
- $sapc4c_perception_of_company_code_text
- $sapc4c_deviating_full_name
- $sapc4c_account_id
- $sapc4c_account_uuid
- $sapc4c_account_formatted_name
- $sapc4c_building
- $sapc4c_floor
- $sapc4c_room
- $sapc4c_job_title
- $sapc4c_function_code
- $sapc4c_function_code_text
- $sapc4c_department_code
- $sapc4c_department_code_text
- $sapc4c_department
- $sapc4c_vip_contact_code
- $sapc4c_vip_contact_code_text
- $sapc4c_phone
- $sapc4c_mobile
- $sapc4c_fax
- $sapc4c_email
- $sapc4c_email_invalid_indicator
- $sapc4c_best_reached_by_code
- $sapc4c_best_reached_by_code_text
- $sapc4c_formatted_postal_address_description
- $sapc4c_business_address_country_code
- $sapc4c_business_address_country_code_text
- $sapc4c_business_address_state_code_text_updatable
- $sapc4c_business_address_house_number
- $sapc4c_business_address_street
- $sapc4c_business_address_city
- $sapc4c_business_address_street_postal_code
- $sapc4c_business_address_state_code
- $sapc4c_business_address_state_code_text
- $sapc4c_creation_on
- $sapc4c_created_by
- $sapc4c_created_by_identity_uuid
- $sapc4c_changed_on
- $sapc4c_changed_by
- $sapc4c_changed_by_identity_uuid
- $sapc4c_contact_owner_id
- $sapc4c_contact_owner_uuid
- $sapc4c_normalised_phone
- $sapc4c_normalised_mobile
- $sapc4c_entity_last_changed_on
- $sapc4c_e_tag
- $sapc4c_activiteitenmail_kut
- $sapc4c_activiteitenmail_kut_text
- $sapc4c_courant_gazet_kut
- $sapc4c_courant_gazet_kut_text
- $sapc4c_nieuwsbrief_hanosshop1_kut
- $sapc4c_nieuwsbrief_hanosshop1_kut_text
- $sapc4c_nieuwsbrief_kut
- $sapc4c_nieuwsbrief_kut_text
- $sapc4c_optin10_kut
- $sapc4c_optin10_kut_text
- $sapc4c_optin11_kut
- $sapc4c_optin11_kut_text
- $sapc4c_optin2_kut
- $sapc4c_optin2_kut_text
- $sapc4c_optin3_kut
- $sapc4c_optin3_kut_text
- $sapc4c_optin9_kut
- $sapc4c_optin9_kut_text
- $sapc4c_outlet_mail_kut
- $sapc4c_outlet_mail_kut_text
- $sapc4c_persoonlijkeaanbiedingen_kut
- $sapc4c_persoonlijkeaanbiedingen_kut_text
- $sapc4c_vestigingsmail_kut
- $sapc4c_vestigingsmail_kut_text
- $sapc4c_voordeelmail_kut
- $sapc4c_voordeelmail_kut_text
- $sapc4c_z_e_commerce_contact_token_kut
- $sapc4c_z_emarsys_contact_kut
- $sapc4c_z_hanos_online_kut
- $sapc4c_z_scizo_key_kut
- $sapc4c_zeitung_kut
- $sapc4c_zeitung_kut_text
- $sapc4c_contact_attachment_folder___deferred_uri
- $sapc4c_contact_international_version___deferred_uri
- $sapc4c_contact_is_contact_person_for___deferred_uri
- $sapc4c_contact_owner_employee_basic_data___deferred_uri
- $sapc4c_contact_personal_address___deferred_uri
- $sapc4c_contact_text_collection___deferred_uri
- $sapc4c_corporate_account___deferred_uri
- $sapc4c_uuid
- $sapc4c_role_code
- $sapc4c_role_code_text
- $sapc4c_life_cycle_status_code
- $sapc4c_life_cycle_status_code_text
- $sapc4c_dunsid
- $sapc4c_legal_form_code
- $sapc4c_legal_form_code_text
- $sapc4c_customer_abc_classification_code
- $sapc4c_customer_abc_classification_code_text
- $sapc4c_nielsen_region_code
- $sapc4c_nielsen_region_code_text
- $sapc4c_industrial_sector_code
- $sapc4c_industrial_sector_code_text
- $sapc4c_business_partner_formatted_name
- $sapc4c_additional_name
- $sapc4c_additional_name2
- $sapc4c_additional_name3
- $sapc4c_current_default_address_uuid
- $sapc4c_country_code
- $sapc4c_country_code_text
- $sapc4c_state_code
- $sapc4c_state_code_text
- $sapc4c_care_of_name
- $sapc4c_address_line1
- $sapc4c_address_line2
- $sapc4c_house_number
- $sapc4c_additional_house_number
- $sapc4c_street
- $sapc4c_address_line4
- $sapc4c_address_line5
- $sapc4c_district
- $sapc4c_city
- $sapc4c_different_city
- $sapc4c_street_postal_code
- $sapc4c_county
- $sapc4c_company_postal_code
- $sapc4c_po_box_indicator
- $sapc4c_po_box
- $sapc4c_po_box_postal_code
- $sapc4c_po_box_deviating_country_code
- $sapc4c_po_box_deviating_country_code_text
- $sapc4c_po_box_deviating_region_code
- $sapc4c_po_box_deviating_region_code_text
- $sapc4c_po_box_deviating_city
- $sapc4c_time_zone_code
- $sapc4c_time_zone_code_text
- $sapc4c_web_site
- $sapc4c_order_blocking_reason_code
- $sapc4c_order_blocking_reason_code_text
- $sapc4c_delivery_blocking_reason_code
- $sapc4c_delivery_blocking_reason_code_text
- $sapc4c_billing_blocking_reason_code
- $sapc4c_billing_blocking_reason_code_text
- $sapc4c_sales_support_blocking_indicator
- $sapc4c_legal_competence_indicator
- $sapc4c_recommended_visiting_frequency
- $sapc4c_visit_duration
- $sapc4c_last_visiting_date
- $sapc4c_next_visiting_date
- $sapc4c_latest_recommended_visiting_date
- $sapc4c_owner_id
- $sapc4c_owner_uuid
- $sapc4c_parent_account_id
- $sapc4c_top_level_account_id
- $sapc4c_z_sbi_sdk
- $sapc4c_z_sbi_sdk_text
- $sapc4c_bt_wnummer_kut
- $sapc4c_bedrijfsketenoffranchiseformule_kut
- $sapc4c_betaalwijze_ub_kut
- $sapc4c_betaalwijze_zb_kut
- $sapc4c_betaler_naam_kut
- $sapc4c_betalerklantnummer_kut
- $sapc4c_betalingsconditie_kut
- $sapc4c_betalingstermijngoedgekeurd_finance_hnl_kut
- $sapc4c_betalingstermijngoedgekeurd_vm_comm_dir_kut
- $sapc4c_betalingstermijnindagen_opstart1_kut
- $sapc4c_betalingstermijnindagenhidden_kut
- $sapc4c_betalingstermijnindagenhidden_kut_text
- $sapc4c_betalingstermijnindagennew_kut
- $sapc4c_betalingstermijnindagennew_kut_text
- $sapc4c_blokkeringsreden_kut
- $sapc4c_blokkeringsreden_kut_text
- $sapc4c_doelgroepmailings_kut
- $sapc4c_doelgroepmailings_kut_text
- $sapc4c_duurzamekeuken_kut
- $sapc4c_eo_id_kut
- $sapc4c_expat_kut
- $sapc4c_f_id_kut
- $sapc4c_facturenper_opstart_kut
- $sapc4c_facturenper_opstart_kut_text
- $sapc4c_factuurontvanger_klantnummer_kut
- $sapc4c_factuurontvanger_naam_kut
- $sapc4c_folders_kut
- $sapc4c_folders_kut_text
- $sapc4c_fourcroy_klant_kut
- $sapc4c_goederenontvanger_klantnummer_kut
- $sapc4c_goederenontvanger_naam_kut
- $sapc4c_hanosvestiging_opstart_kut
- $sapc4c_hoofdsegment_kut
- $sapc4c_hoofdsegment_kut_text
- $sapc4c_horeca_b2b_kut
- $sapc4c_horeca_b2b_kut_text
- $sapc4c_inleesveld_kut
- $sapc4c_klanthierarchienaam_kut
- $sapc4c_klanthirarchie_kut
- $sapc4c_klantvandochteronderneming_kut
- $sapc4c_klantvandochteronderneming_kut_text
- $sapc4c_kopende_kp_cklant_kut
- $sapc4c_kredietlimiet_content_kut
- $sapc4c_kredietlimietcurrency_code_kut
- $sapc4c_kredietlimietcurrency_code_kut_text
- $sapc4c_kv_knummer_kut
- $sapc4c_ondernemingsnummer_kut
- $sapc4c_optin1_kut
- $sapc4c_optin1_kut_text
- $sapc4c_overigefolders_kut
- $sapc4c_overigefolders_kut_text
- $sapc4c_pakketwaardetotaalleverancier_content_kut
- $sapc4c_pakketwaardetotaalleveranciercurrency_code_kut
- $sapc4c_pakketwaardetotaalleveranciercurrency_code_kut_text
- $sapc4c_personeelsnummer1_kut
- $sapc4c_prijzenoppakbon_kut
- $sapc4c_sep_ain_sa_pingevoerd_kut
- $sapc4c_segmentatie_dochteronderneming_kut
- $sapc4c_segmentatie_dochteronderneming_kut_text
- $sapc4c_soortfactuur_ub_kut
- $sapc4c_soortfactuur_zb_kut
- $sapc4c_subsegment_kut
- $sapc4c_subsegment_kut_text
- $sapc4c_toelichting_blokkeringsreden_kut
- $sapc4c_totaalleverancier_kut
- $sapc4c_totaalleverancier_kut_text
- $sapc4c_uitnodigingen_kut
- $sapc4c_uitnodigingen_kut_text
- $sapc4c_verzekerd_bedrag_content_kut
- $sapc4c_verzekerd_bedragcurrency_code_kut
- $sapc4c_verzekerd_bedragcurrency_code_kut_text
- $sapc4c_verzendwijze_zbu_bfactuur_kut
- $sapc4c_verzendwijze_zbu_bfactuur_kut_text
- $sapc4c_werknemersklasse_kut
- $sapc4c_werknemersklasse_kut_text
- $sapc4c_zbu_bklant_kut
- $sapc4c_zbu_bklant_kut_text
- $sapc4c_z_bfacturenper_kut
- $sapc4c_z_bfacturenper_kut_text
- $sapc4c_z_add_huisnummer_kut
- $sapc4c_z_huisnummer_kut
- $sapc4c_z_postcode_kut
- $sapc4c_z_straatnaam_kut
- $sapc4c_z_verantwoordelijke_mobiel_kut
- $sapc4c_zitplaatsenbinnen_kut
- $sapc4c_zitplaatsenbinnen_kut_text
- $sapc4c_zitplaatsenbuitenterras_kut
- $sapc4c_zitplaatsenbuitenterras_kut_text
- $sapc4c_corporate_account_address___deferred_uri
- $sapc4c_corporate_account_attachment_folder___deferred_uri
- $sapc4c_corporate_account_has_contact_person___deferred_uri
- $sapc4c_corporate_account_identification___deferred_uri
- $sapc4c_corporate_account_international_version___deferred_uri
- $sapc4c_corporate_account_sales_data___deferred_uri
- $sapc4c_corporate_account_skills___deferred_uri
- $sapc4c_corporate_account_tax_number___deferred_uri
- $sapc4c_corporate_account_team___deferred_uri
- $sapc4c_corporate_account_text_collection___deferred_uri
- $sapc4c_corporate_account_visiting_hours___deferred_uri
- $sapc4c_corporate_account_visiting_information_details___deferred_uri
- $sapc4c_owner_employee_basic_data___deferred_uri
- $sapc4c_parent_account___deferred_uri
- $sapc4c_employee_id
- $sapc4c_user_id
- $sapc4c_identity_uuid
- $sapc4c_global_user_id
- $sapc4c_business_partner_id
- $sapc4c_employee_validity_start_date
- $sapc4c_employee_validity_end_date
- $sapc4c_second_last_name
- $sapc4c_nationality_country_code
- $sapc4c_nationality_country_code_text
- $sapc4c_birth_place
- $sapc4c_region_code
- $sapc4c_region_code_text
- $sapc4c_postal_code
- $sapc4c_po_box_country_code
- $sapc4c_po_box_country_code_text
- $sapc4c_po_box_region_code
- $sapc4c_po_box_region_code_text
- $sapc4c_po_box_city
- $sapc4c_tax_jurisdiction_code
- $sapc4c_tax_jurisdiction_code_text
- $sapc4c_inhouse_mail
- $sapc4c_office_phone_number
- $sapc4c_normalised_office_phone_number
- $sapc4c_mobile_phone_number
- $sapc4c_normalised_mobile_phone_number
- $sapc4c_fax_number
- $sapc4c_user_validity_start_date
- $sapc4c_user_validity_end_date
- $sapc4c_user_password_policy_code
- $sapc4c_user_password_policy_code_text
- $sapc4c_user_locked_indicator
- $sapc4c_user_counted_indicator
- $sapc4c_created_on
- $sapc4c_business_user___deferred_uri
- $sapc4c_employee_organisational_unit_assignment___deferred_uri
- $sapc4c_employee_sales_responsibility___deferred_uri
- $sapc4c_employee_skills___deferred_uri
- $sapc4c_employee_user_business_role_assignment___deferred_uri
- $sapc4c_employee_user_subscription_assignment___deferred_uri
- $sapc4c_employee_working_hours___deferred_uri
- $sapc4c_open_url
- $sapc4c_open_account_url
- $sapc4c_open_contact_url
- $sapc4c_open_employee_url
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