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Koble favorittverktøyene dine til telefonsystemet ditt

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HubSpot [embedded]

Kundeservice CRM Markedsføring

Tilgjengelig for:

Bubble Desktop tilgjengelig for: Windows

Bubble Desktop tilgjengelig for: MacOS

Bubble Cloud tilgjengelig for: Bubble365 Apps

Bubble Mobile tilgjengelig for: iOS/Android

HubSpot [embedded]

Beskrivelse Funksjoner Knapper Parametere Telefonsystemer

Å koble HubSpot-integrasjonen med innebygd funksjonalitet til telefonimiljøet ditt er svært viktig for å forbedre kundetilfredsheten og arbeide mer effektivt. Med integrasjonsverktøyet Bubble trenger du ikke lenger å lete manuelt etter kundeopplysninger under en innkommende eller utgående telefonsamtale. Opplysningene vises direkte i et HubSpot-varselvindu, og du kan utføre ulike handlinger, for eksempel åpne et kundekort derfra.

Innebygd varselvindu

Bubble har en rekke unike funksjoner. Denne integrasjonen sikrer at du umiddelbart får tilgang til alle relevante kundeopplysninger ved en telefonsamtale. Fra oversikten som vises, og som også kan tilpasses fullt ut av brukeren, avdelingen eller virksomheten, kan du umiddelbart utføre ønsket handling. Informasjonen du kan vise i varselvinduet, finner du under fanen parametere og de tilgjengelige knappene under fanen knapper. Når du overfører en samtale til en kollega, følger kundeinformasjonen med. Som standard er varselvinduet i HubSpot synlig fra det øyeblikket softphonen, bordtelefonen eller en annen enhet ringer, til samtalen avsluttes.

Funksjonalitet

I tillegg til funksjonene for varselvinduer som er nevnt ovenfor, er Bubble utstyrt med mange flere funksjoner. Hvis du også bruker andre applikasjoner, kan du om ønskelig vise CRM-informasjon eller knapper fra andre applikasjoner i HubSpot-integrasjonen. Den fullstendige listen over funksjoner finner du under fanen , men vi har allerede listet opp noen viktige funksjoner for deg:

Bubble er en HubSpot-"anropsleverandør" som lar deg bruke de offisielle anropsikonene i HubSpot.
Med Call Control styrer du bordtelefonen, softphonen eller en annen enhet direkte fra HubSpot, forutsatt at telefoniplattformen din støtter dette.
Søk enkelt etter CRM-kontaktdata i søkefeltet, og utfør ønsket handling, for eksempel ring, WhatsApp, Teams-chat eller e-post.
Funksjonen Call Waiting lar deg enkelt veksle mellom varselvinduer for innkommende telefonsamtaler.
Hvis flere relasjoner er knyttet til ett nummer, kan du bla gjennom resultatene med funksjonen Multi result.
Funksjonen Call History lar deg se alle kontaktpunkter med telefonnummeret de siste 90 dagene, slik at du umiddelbart kan se hvilken kollega som hadde siste kontakt.
Ved slutten av hver samtale sendes en Call Log til CRM-systemet, slik at hver samtale loggføres på relasjonskortet i CRM-systemet.
Opprett umiddelbart et samtalenotat med funksjonen Call Note. Notatet loggføres sammen med Call Log og blir synlig for deg og kollegene dine i Call History.
Bestem selv Theme Modes ved å angi fargene for lys eller mørk modus.
Enkel og sikker innlogging basert på Single sign-on (Microsoft-, Google- eller Apple-konto).

Tilpasning

For å dekke dine spesifikke behov er Bubble utstyrt med Automations-modulen. Med denne modulen er det mulig å legge til egne Hvis-dette-så-det-flyter. Du kan for eksempel kjøre et skript.

Teknisk

Det er svært enkelt å koble Bubble – og dermed den innebygde HubSpot CRM-koblingen – til telefoniplattformen din. Fremgangsmåten varierer mellom telefoniplattformene, men de har alle én ting til felles: Du trenger ikke å være tekniker for å gjøre det.

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Integrasjonsfunksjoner

Aktivitetssenter
Tilordne samtalelogg til søkeresultat
Samtalekontroll
Samtalelogging
Samtalelogging (+AI-transkripsjon)
Samtalelogging (+notat)
Samtale venter
Variabler for egendefinerte felt
Popup-vindu med flere resultater
SearchBar
Temamodus

Distribusjonstype

Bubble Desktop
Bubble Cloud

Integrasjonstype

Sanntids-API (brukerbasert)
Klonemal

Støttede applikasjoner

Bubble365 Embedded CRM-app
Bubble365 mobilapp

Standardfunksjoner for Bubble-popup

Popup-varsel
Tilpasning av innhold i popup-vindu
Enkel pålogging
Flere språk
Skjul interne innringere
Sortering av resultater
Klikk for å ringe
Hent frem samtaler
Ring tilbake
Tidtakere for samtalevarighet
Samtalehistorikk
Samtalenotater
Siste funksjoner
Nummerformatering

Knapper

Below is the list of available buttons. These are both CRM specific- and generic Bubble functions.

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)

Parametere

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.

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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