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HubSpot [embedded]

Kundeservice CRM Markedsføring

Tilgængelig for:

Bubble Desktop tilgængelig for: Windows

Bubble Desktop tilgængelig for: MacOS

Bubble Cloud tilgængelig for: Bubble365 Apps

Bubble Mobile tilgængelig for: iOS/Android

HubSpot [embedded]

Beskrivelse Funktioner Knapper Parametre Telefonsystemer

At forbinde den indlejrede HubSpot-integration med Deres telefonimiljø er af afgørende betydning for at forbedre kundetilfredsheden og arbejde mere effektivt. Med integrationsværktøjet Bubble behøver De under et indgående eller udgående opkald ikke længere manuelt at søge efter kundedata – de vises direkte i en HubSpot-pop op-meddelelse, hvorfra De kan udføre forskellige handlinger, såsom at åbne kundekortet.

Indlejret pop op-meddelelse

Bubble har en række unikke funktioner. Denne integration sikrer, at De straks får vist alle relevante kundedata ved et telefonopkald. Fra det overblik, der vises – og som fuldt ud kan tilpasses af bruger, afdeling eller virksomhed – kan De straks udføre den ønskede handling. De oplysninger, der kan vises i pop op-vinduet, findes under fanen parametre og de tilgængelige knapper under fanen knapper. Når et opkald overføres til en kollega, følger kundeoplysningerne med. Som standard er pop op-meddelelsen i HubSpot synlig fra det øjeblik, Deres softphone, bordtelefon eller enhed ringer, indtil opkaldet afsluttes.

Funktionaliteter

Ud over de ovennævnte funktioner for pop op-meddelelser er Bubble udstyret med mange flere funktionaliteter. Hvis De også anvender andre applikationer, kan De – hvis ønsket – vise CRM-oplysninger eller knapper fra andre applikationer i HubSpot-integrationen. Den fulde liste over funktioner findes under fanen funktioner, men vi har allerede fremhævet nogle vigtige punkter for Dem:

Bubble er en HubSpot-"opkaldsudbyder", der gør det muligt at anvende de officielle opkaldsikoner i HubSpot.
Med Call Control kan De styre Deres bordtelefon, softphone eller anden enhed direkte fra HubSpot (forudsat at Deres telefoniplatform understøtter det).
Søg nemt i CRM-kontaktdata via Søgelinjen og udfør den ønskede handling (opkald, WhatsApp, Teams-chat, e-mail osv.).
Call Waiting-funktionen gør det muligt nemt at skifte mellem pop op-meddelelser for indgående opkald.
Hvis flere relationer er registreret under ét nummer, kan De bladre gennem resultaterne med funktionen Flere resultater.
Med funktionen Opkaldshistorik kan De se alle kontaktpunkter med telefonnummeret inden for de seneste 90 dage og straks se, hvilken kollega der sidst havde kontakt.
Ved afslutningen af hvert opkald sendes der automatisk en Opkaldslog til CRM-systemet, så hvert opkald registreres under relationskortet i CRM.
Opret straks et opkaldsnotat med funktionen Opkaldsnotat, som logges sammen med opkaldsloggen og bliver synligt for Dem og Deres kolleger i opkaldshistorikken.
Bestem selv Tematilstande ved at indstille farverne til dag- eller mørk tilstand.
Nem og sikker login baseret på Single sign-on (Microsoft-, Google- eller Apple-konto).

Tilpasning

For at imødekomme Deres specifikke behov er Bubble udstyret med modulet Automatiseringer. Med dette modul er det muligt at tilføje Deres egne If-This-Then-That-flows. Tænk for eksempel på at køre et script.

Teknisk

At forbinde Bubble – og dermed den indlejrede HubSpot CRM-forbindelse – til Deres telefoniplatform er meget enkelt. Proceduren varierer afhængigt af telefoniplatformen, men én ting er fælles for dem alle: De behøver ikke være tekniker for at udføre den.

Muligheder for udgående opkald CRM

Klik for at ringe op fra CRM
Genvejstaster til opkald fra CRM
Kopiér til opkald

Integrationsfunktioner

Activity Hub
Tildel opkaldslog til søgeresultat
Kontrol af opkald
Registrering af opkald
Registrering af opkald (+AI-transskription)
Registrering af opkald (+note)
Opkald venter
Brugerdefinerede feltvariabler
Pop-up med flere resultater
Søgefelt
Tematilstand

Udrulningstype

Bubble Desktop
Bubble Cloud

Integrationstype

API i realtid (brugerbaseret)
Klon skabelon

Understøttede applikationer

Bubble365 Embedded CRM App
Bubble365 Mobile App

Standard Bubble pop-up funktioner

Pop-up-meddelelse
Tilpasning af pop op-indhold
Enkelt login
Flere sprog
Skjul interne opkald
Sorteringsresultat
Klik for at ringe op
Genkald samtaler
Ring tilbage
Timer til taletid
Opkaldshistorik
Opkaldsnoter
Nyeste funktioner
Notation af tal

Knapper

Nedenfor er listen over tilgængelige knapper. Disse omfatter både CRM-specifikke og generelle Bubble-funktioner.

View Relation
View Company
View Contact
Create Contact
Create Company
Custom Action (standard button)
Send E-mail (standard button)
Callback request (standard button)
Send WhatsApp message (standard button)
Send Microsoft Teams message (standard button)
Open SearchBar (standard button)
Trigger Automations (standard button)

Parametre

Bestem indholdet af pop op-vinduet pr. bruger, afdeling eller organisation med information fra dit CRM-pakke. Nedenfor er listen over tilgængelige parametre fra din CRM-software.

hubspot_type
hubspot_contact_id
hubspot_contact_url
hubspot_company_name
hubspot_company_id
hubspot_company_url
hubspot_url
hubspot_address
hubspot_annualrevenue
hubspot_associatedcompanyid
hubspot_associatedcompanylastupdated
hubspot_city
hubspot_closedate
hubspot_company
hubspot_company_size
hubspot_country
hubspot_createdate
hubspot_currentlyinworkflow
hubspot_date_of_birth
hubspot_days_to_close
hubspot_degree
hubspot_email
hubspot_engagements_last_meeting_booked
hubspot_engagements_last_meeting_booked_campaign
hubspot_engagements_last_meeting_booked_medium
hubspot_engagements_last_meeting_booked_source
hubspot_fax
hubspot_field_of_study
hubspot_first_conversion_date
hubspot_first_conversion_event_name
hubspot_first_deal_created_date
hubspot_firstname
hubspot_followercount
hubspot_gender
hubspot_graduation_date
hubspot_hs_additional_emails
hubspot_hs_all_accessible_team_ids
hubspot_hs_all_assigned_business_unit_ids
hubspot_hs_all_contact_vids
hubspot_hs_all_owner_ids
hubspot_hs_all_team_ids
hubspot_hs_analytics_average_page_views
hubspot_hs_analytics_first_referrer
hubspot_hs_analytics_first_timestamp
hubspot_hs_analytics_first_touch_converting_campaign
hubspot_hs_analytics_first_url
hubspot_hs_analytics_first_visit_timestamp
hubspot_hs_analytics_last_referrer
hubspot_hs_analytics_last_timestamp
hubspot_hs_analytics_last_touch_converting_campaign
hubspot_hs_analytics_last_url
hubspot_hs_analytics_last_visit_timestamp
hubspot_hs_analytics_num_event_completions
hubspot_hs_analytics_num_page_views
hubspot_hs_analytics_num_visits
hubspot_hs_analytics_revenue
hubspot_hs_analytics_source
hubspot_hs_analytics_source_data_1
hubspot_hs_analytics_source_data_2
hubspot_hs_avatar_filemanager_key
hubspot_hs_buying_role
hubspot_hs_calculated_form_submissions
hubspot_hs_calculated_merged_vids
hubspot_hs_calculated_mobile_number
hubspot_hs_calculated_phone_number
hubspot_hs_calculated_phone_number_area_code
hubspot_hs_calculated_phone_number_country_code
hubspot_hs_calculated_phone_number_region_code
hubspot_hs_clicked_linkedin_ad
hubspot_hs_content_membership_email_confirmed
hubspot_hs_content_membership_notes
hubspot_hs_content_membership_registered_at
hubspot_hs_content_membership_registration_domain_sent_to
hubspot_hs_content_membership_registration_email_sent_at
hubspot_hs_content_membership_status
hubspot_hs_conversations_visitor_email
hubspot_hs_count_is_unworked
hubspot_hs_count_is_worked
hubspot_hs_created_by_conversations
hubspot_hs_created_by_user_id
hubspot_hs_createdate
hubspot_hs_date_entered_customer
hubspot_hs_date_entered_evangelist
hubspot_hs_date_entered_lead
hubspot_hs_date_entered_marketingqualifiedlead
hubspot_hs_date_entered_opportunity
hubspot_hs_date_entered_other
hubspot_hs_date_entered_salesqualifiedlead
hubspot_hs_date_entered_subscriber
hubspot_hs_date_exited_customer
hubspot_hs_date_exited_evangelist
hubspot_hs_date_exited_lead
hubspot_hs_date_exited_marketingqualifiedlead
hubspot_hs_date_exited_opportunity
hubspot_hs_date_exited_other
hubspot_hs_date_exited_salesqualifiedlead
hubspot_hs_date_exited_subscriber
hubspot_hs_document_last_revisited
hubspot_hs_email_bad_address
hubspot_hs_email_bounce
hubspot_hs_email_click
hubspot_hs_email_customer_quarantined_reason
hubspot_hs_email_delivered
hubspot_hs_email_domain
hubspot_hs_email_first_click_date
hubspot_hs_email_first_open_date
hubspot_hs_email_first_reply_date
hubspot_hs_email_first_send_date
hubspot_hs_email_hard_bounce_reason
hubspot_hs_email_hard_bounce_reason_enum
hubspot_hs_email_is_ineligible
hubspot_hs_email_last_click_date
hubspot_hs_email_last_email_name
hubspot_hs_email_last_open_date
hubspot_hs_email_last_reply_date
hubspot_hs_email_last_send_date
hubspot_hs_email_open
hubspot_hs_email_optout
hubspot_hs_email_optout_14901959
hubspot_hs_email_quarantined
hubspot_hs_email_quarantined_reason
hubspot_hs_email_recipient_fatigue_recovery_time
hubspot_hs_email_replied
hubspot_hs_email_sends_since_last_engagement
hubspot_hs_emailconfirmationstatus
hubspot_hs_facebook_ad_clicked
hubspot_hs_facebook_click_id
hubspot_hs_facebookid
hubspot_hs_feedback_last_nps_follow_up
hubspot_hs_feedback_last_nps_rating
hubspot_hs_feedback_last_survey_date
hubspot_hs_feedback_show_nps_web_survey
hubspot_hs_first_engagement_object_id
hubspot_hs_first_subscription_create_date
hubspot_hs_google_click_id
hubspot_hs_googleplusid
hubspot_hs_has_active_subscription
hubspot_hs_ip_timezone
hubspot_hs_is_contact
hubspot_hs_is_unworked
hubspot_hs_language
hubspot_hs_last_sales_activity_date
hubspot_hs_last_sales_activity_timestamp
hubspot_hs_lastmodifieddate
hubspot_hs_latest_meeting_activity
hubspot_hs_latest_sequence_ended_date
hubspot_hs_latest_sequence_enrolled
hubspot_hs_latest_sequence_enrolled_date
hubspot_hs_latest_sequence_finished_date
hubspot_hs_latest_sequence_unenrolled_date
hubspot_hs_latest_source
hubspot_hs_latest_source_data_1
hubspot_hs_latest_source_data_2
hubspot_hs_latest_source_timestamp
hubspot_hs_latest_subscription_create_date
hubspot_hs_lead_status
hubspot_hs_legal_basis
hubspot_hs_lifecyclestage_customer_date
hubspot_hs_lifecyclestage_evangelist_date
hubspot_hs_lifecyclestage_lead_date
hubspot_hs_lifecyclestage_marketingqualifiedlead_date
hubspot_hs_lifecyclestage_opportunity_date
hubspot_hs_lifecyclestage_other_date
hubspot_hs_lifecyclestage_salesqualifiedlead_date
hubspot_hs_lifecyclestage_subscriber_date
hubspot_hs_linkedin_ad_clicked
hubspot_hs_linkedinid
hubspot_hs_marketable_reason_id
hubspot_hs_marketable_reason_type
hubspot_hs_marketable_status
hubspot_hs_marketable_until_renewal
hubspot_hs_merged_object_ids
hubspot_hs_object_id
hubspot_hs_persona
hubspot_hs_pinned_engagement_id
hubspot_hs_pipeline
hubspot_hs_predictivecontactscore
hubspot_hs_predictivecontactscore_v2
hubspot_hs_predictivecontactscorebucket
hubspot_hs_predictivescoringtier
hubspot_hs_read_only
hubspot_hs_sa_first_engagement_date
hubspot_hs_sa_first_engagement_descr
hubspot_hs_sa_first_engagement_object_type
hubspot_hs_sales_email_last_clicked
hubspot_hs_sales_email_last_opened
hubspot_hs_sales_email_last_replied
hubspot_hs_searchable_calculated_international_mobile_number
hubspot_hs_searchable_calculated_international_phone_number
hubspot_hs_searchable_calculated_mobile_number
hubspot_hs_searchable_calculated_phone_number
hubspot_hs_sequences_actively_enrolled_count
hubspot_hs_sequences_enrolled_count
hubspot_hs_sequences_is_enrolled
hubspot_hs_social_facebook_clicks
hubspot_hs_social_google_plus_clicks
hubspot_hs_social_last_engagement
hubspot_hs_social_linkedin_clicks
hubspot_hs_social_num_broadcast_clicks
hubspot_hs_social_twitter_clicks
hubspot_hs_testpurge
hubspot_hs_testrollback
hubspot_hs_time_between_contact_creation_and_deal_close
hubspot_hs_time_between_contact_creation_and_deal_creation
hubspot_hs_time_in_customer
hubspot_hs_time_in_evangelist
hubspot_hs_time_in_lead
hubspot_hs_time_in_marketingqualifiedlead
hubspot_hs_time_in_opportunity
hubspot_hs_time_in_other
hubspot_hs_time_in_salesqualifiedlead
hubspot_hs_time_in_subscriber
hubspot_hs_time_to_first_engagement
hubspot_hs_time_to_move_from_lead_to_customer
hubspot_hs_time_to_move_from_marketingqualifiedlead_to_customer
hubspot_hs_time_to_move_from_opportunity_to_customer
hubspot_hs_time_to_move_from_salesqualifiedlead_to_customer
hubspot_hs_time_to_move_from_subscriber_to_customer
hubspot_hs_timezone
hubspot_hs_twitterid
hubspot_hs_unique_creation_key
hubspot_hs_updated_by_user_id
hubspot_hs_user_ids_of_all_notification_followers
hubspot_hs_user_ids_of_all_notification_unfollowers
hubspot_hs_user_ids_of_all_owners
hubspot_hs_whatsapp_phone_number
hubspot_hubspot_owner_assigneddate
hubspot_hubspot_owner_id
hubspot_hubspot_team_id
hubspot_hubspotscore
hubspot_industry
hubspot_ip_city
hubspot_ip_country
hubspot_ip_country_code
hubspot_ip_latlon
hubspot_ip_state
hubspot_ip_state_code
hubspot_ip_zipcode
hubspot_job_function
hubspot_jobtitle
hubspot_kloutscoregeneral
hubspot_lastmodifieddate
hubspot_lastname
hubspot_lifecyclestage
hubspot_linkedinbio
hubspot_linkedinconnections
hubspot_marital_status
hubspot_message
hubspot_military_status
hubspot_mobilephone
hubspot_notes_last_contacted
hubspot_notes_last_updated
hubspot_notes_next_activity_date
hubspot_num_associated_deals
hubspot_num_contacted_notes
hubspot_num_conversion_events
hubspot_num_notes
hubspot_num_unique_conversion_events
hubspot_numemployees
hubspot_owneremail
hubspot_ownername
hubspot_phone
hubspot_photo
hubspot_recent_conversion_date
hubspot_recent_conversion_event_name
hubspot_recent_deal_amount
hubspot_recent_deal_close_date
hubspot_relationship_status
hubspot_salutation
hubspot_school
hubspot_seniority
hubspot_start_date
hubspot_state
hubspot_surveymonkeyeventlastupdated
hubspot_total_revenue
hubspot_twitterbio
hubspot_twitterhandle
hubspot_twitterprofilephoto
hubspot_webinareventlastupdated
hubspot_website
hubspot_work_email
hubspot_zip
hubspot_about_us
hubspot_address2
hubspot_closedate_timestamp_earliest_value_a2a17e6e
hubspot_description
hubspot_domain
hubspot_facebook_company_page
hubspot_facebookfans
hubspot_first_contact_createdate
hubspot_first_contact_createdate_timestamp_earliest_value_78b50eea
hubspot_first_conversion_date_timestamp_earliest_value_61f58f2c
hubspot_first_conversion_event_name_timestamp_earliest_value_68ddae0a
hubspot_founded_year
hubspot_googleplus_page
hubspot_hs_additional_domains
hubspot_hs_analytics_first_timestamp_timestamp_earliest_value_11e3a63a
hubspot_hs_analytics_first_touch_converting_campaign_timestamp_earliest_value_4757fe10
hubspot_hs_analytics_first_visit_timestamp_timestamp_earliest_value_accc17ae
hubspot_hs_analytics_last_timestamp_timestamp_latest_value_4e16365a
hubspot_hs_analytics_last_touch_converting_campaign_timestamp_latest_value_81a64e30
hubspot_hs_analytics_last_visit_timestamp_timestamp_latest_value_999a0fce
hubspot_hs_analytics_latest_source
hubspot_hs_analytics_latest_source_data_1
hubspot_hs_analytics_latest_source_data_2
hubspot_hs_analytics_latest_source_timestamp
hubspot_hs_analytics_num_page_views_cardinality_sum_e46e85b0
hubspot_hs_analytics_num_visits_cardinality_sum_53d952a6
hubspot_hs_analytics_source_data_1_timestamp_earliest_value_9b2f1fa1
hubspot_hs_analytics_source_data_2_timestamp_earliest_value_9b2f9400
hubspot_hs_analytics_source_timestamp_earliest_value_25a3a52c
hubspot_hs_ideal_customer_profile
hubspot_hs_is_target_account
hubspot_hs_last_booked_meeting_date
hubspot_hs_last_logged_call_date
hubspot_hs_last_open_task_date
hubspot_hs_latest_createdate_of_active_subscriptions
hubspot_hs_num_blockers
hubspot_hs_num_child_companies
hubspot_hs_num_contacts_with_buying_roles
hubspot_hs_num_decision_makers
hubspot_hs_num_open_deals
hubspot_hs_parent_company_id
hubspot_hs_predictivecontactscore_v2_next_max_max_d4e58c1e
hubspot_hs_target_account
hubspot_hs_target_account_probability
hubspot_hs_target_account_recommendation_snooze_time
hubspot_hs_target_account_recommendation_state
hubspot_hs_total_deal_value
hubspot_is_public
hubspot_linkedin_company_page
hubspot_name
hubspot_num_associated_contacts
hubspot_num_conversion_events_cardinality_sum_d095f14b
hubspot_numberofemployees
hubspot_recent_conversion_date_timestamp_latest_value_72856da1
hubspot_recent_conversion_event_name_timestamp_latest_value_66c820bf
hubspot_timezone
hubspot_total_money_raised
hubspot_twitterfollowers
hubspot_web_technologies

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