
Red Cactus B.V.
Bubble
Red Cactus is a software company that creates Telephony integrations with Autotask. By using our integration you can instantly see who is calling. In our pop-up you can select 4 action buttons, for example; Open Contact, Create Ticket or Open Dashboard. Because we can interface with over 35 telephony systems, you don’t have to switch providers.
Connecting Autotask to your telephony environment is hugely important for improving customer satisfaction and working more efficiently. With integration tool Bubble, during an incoming or outgoing phone call, you no longer have to look for customer details manually, but they appear directly in a Bubble pop-up notification and you can perform various actions such as opening a customer card from there.
Embedded pop-up notification
Bubble has a number of unique features. This integration ensures that you immediately get all relevant customer data on a phone call. From the overview that appears, which can also be fully customised by the user, department or company, you can immediately perform the desired action. When transferring a call to a colleague, the customer information moves with it. By default, the pop-up notification in Bubble is visible from the moment your softphone, desk phone or other device rings until the call ends.
Customization
To meet your specific needs, Bubble is equipped with the Automations module. With this module it is possible to add your own If-This-Then-That flows. Think, for example of running a script.
Functionalities
In addition to the above mentioned pop-up notification capabilities, Bubble is equipped with many more functionalities. If you also use other applications, you can even show the CRM information or buttons from other applications in the Autotask integration.
. Integrates with over 85 telephony platforms!
. With Call Control, you control your desk phone, softphone or other device directly from Autotask (provided your telephony platform supports it).
. Easily search CRM contact data in the Searchbar and perform the desired action (call, whatsapp, Teams chat, mail, etc.).
. The Call Waiting function lets you easily switch between pop-up notifications of incoming phone calls.
. If several relations are known under one number you can browse through the results with the Multi result function.
. The Call History function allows you to see all contact moments with the phone number over the last 90 days so you can immediately see which colleague had the last contact.
. Make a call note immediately with the Call Note function that will be logged together with the Call Log and becomes visible to you and your colleagues in the Call History.
. Determine the Theme Modes yourself by setting the colours to day or dark modes.
. Easy and secure login based on Single sign-on (Microsoft, Google or Apple account).
Sales & Support:
Email: [email protected]
Phone: +31 113 405065
Documentation: https://wiki.redcactus.nl/en/crm-software/autotask
Videos: https://www.youtube.com/watch?v=4bVIvLQFzrE
Available worldwide in English, French, German, Dutch and all other languages. Our software is multi – language.