CloudConnected CRM Integrations
Connect your favorite tools to your telephone system
Callto365
Connect ConnectWise to your Callto365 telephony system with integration tool Bubble from CloudConnected. Connecting your favorite CRM to Callto365 is extremely important for improving customer satisfaction and working more efficiently.
Functionalities
We distinguish between CRM and telephony platform specific functionalities. If you are looking for the functionalities your CRM integration has to offer, please check the service description in the marketplace. The complete list of telephony platform-specific functionalities that Callto365 supports can be found under tab functions, but we have already listed a few important ones for you. With the Callto365 telephony integration, CloudConnected offers:
- Dialing out with one click on a phone number with the Click & Call feature*.
- Microsoft Teams Call Control button available in the pop-up notification that allows you to answer and end calls with a single click.
- Pop-up notification on incoming, outgoing and transferred calls*.
- Under the same user, link multiple CRM integrations to Callto365 at no additional cost.
- The Call History function allows you to see all contact moments of Bubble users with the phone number over the last 90 days so you can immediately see which colleague had the last contact.
- Native application available for Windows & macOS.
- Easy and secure login based on Single sign-on (Microsoft, Google or Apple account).
* Depending on which underlying telephony platform is used.
Technical
Connecting Bubble - and thus ConnectWise - to your Callto365 is very easy and a secure and stable connection is established.
All integrations for Callto365-
Bubble pop-up
Make use of the pop-up that Bubble triggers by incoming calls.
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Answer button
With call control you can directly answer a call via a button in the pop-up notification.
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Hangup button
With call control you can directly end a call via a button in the pop-up notification.
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Call initiation
Call initiation is supported by this integration. That means that you can easily start an outgoing telephone call with one mouse click (click to dial), dial button on your keybord (select to dial) or use the Bubble remote dialer and SearchBar.
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Microsoft Teams button
For this integration you can use the standard Teams Call Control button to answer and end the call.
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Hold/Resume button
Easily put a call on hold during a call with a single mouse click
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Cold transfer button
The cold transfer feature allows you to transfer the call directly to a phone number without a callback.
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Attended transfer button
The warm transfer feature allows you to transfer the call to a call-back telephone number.
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Inbound events
This allows Bubble to show data for incoming calls.
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Outbound events
This allows Bubble to show data for outgoing calls.
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Transfered events
Bubble also displays the data on transferred calls.
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External number (inbound)
The $external_number parameter is available for inbound call events.
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External number (outbound)
The $external_number parameter is available for outbound call events.
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Bubble Desktop
bble 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.