New: Embedded telephony integration OTYS

Fantastic news for all OTYS users! Discover the next generation of integrations that let you manage all your customer interactions directly from your trusted CRM system. Our brand-new embedded integration for OTYS is now available and works seamlessly with more than 85 different telephony platforms. Experience the power of integration tool Bubble — now fully integrated into OTYS.

OTYS Embedded App

This integration ensures that all relevant customer information appears instantly during a phone call. From the overview that is displayed — which can also be fully customized to the user's preferences — you can immediately perform the desired action. You have a selection of different buttons to choose from. OTYS-specific action buttons include:

• Open the relationship (company, contacts or candidate)
• Create a reminder immediately
• Open the procedure
• Open the trajectories
  

In addition to CRM-specific buttons, there are a variety of useful standard buttons available, such as the custom action, email, callback request, WhatsApp or Microsoft Teams Chat button. After the call ends, a call log — optionally including a call note and call tag — is saved under the customer record in OTYS. What makes it even better: it’s not a separate pop-up, but fully integrated within OTYS. Do you also use other apps? No worries! You can even show CRM information or buttons from other applications in the OTYS notification.

SearchBar

But there's more! In addition to the pop-up notification that shows up when you receive a phone call, it is also possible to search all your OTYS contacts (possibly combined from another source) in the SearchBar. From the results found, you can perform various actions, such as:

• Starting an outgoing phone call
• Sending a WhatsApp message
• Sending a Microsoft Teams chat message
• Sending an email
• Opening the call history
• Opening the relationship in OTYS

Outgoing Calls

To initiate an outbound phone call, you can use the click-to-dial feature. With a simple mouse click on a phone number in OTYS or from the search result in the SearchBar, you can place a call. Prefer to enter a phone number manually? That’s possible too. Simply type the phone number into the SearchBar’s search field, and a call button will automatically appear.

Call Control

In the embedded pop-up notification, full call control is available (provided your telephony platform supports it), so you can control your desk phone, softphone or other device from the notification. The following actions are supported:

• Answer call
• Ending a call
• Put call on hold
• Transfer call cold
• Transfer call warm

If your telephony platform supports limited call control (for example, only answer and end calls), only those buttons are displayed in the pop-up notification that you can actually use. If no call control is available at all for your telephony platform, the call control option is not visible in the pop-up notification. Click here for more information about the supported telephony platforms.

Multi-result

If multiple results are found on the caller's phone number, you can use the arrow buttons (below the action buttons) to click through to the next result found. If you want to influence which contact is shown first, you can set that in the configuration panel based on the advanced filter function.

Call Waiting

If you receive additional calls during an ongoing phone conversation, those calls will appear at the bottom of the pop-up notification, allowing you to easily switch between them with a single mouse click.

Call History Phone Number

During a phone call, if you want to see which colleague last called the caller, click open call history.

Personal Call History

Based on your personal call history, you can start a phone call directly by clicking on a phone number. By clicking on the timeline, a pop-up notification opens displaying all relevant information linked to that phone number.

Call Logging and Call Tagging

From the pop-up notification, you can immediately write a call note, which will be logged under the correct contact in OTYS after the call ends. You can assign a call tag to this call log (referred to in OTYS as “note type”). The available call tags are automatically retrieved from OTYS, based on the company, contact person, or candidate. If no call note is written or no call tag is selected, it is still possible to automatically log a call entry under the customer record with the call tag “Bubble note”. This entry will include key call details such as the time, duration, and the employee involved.

Callback

After ending the call (and if you haven’t closed the notification), you can easily reopen the pop-up notification of your most recent phone conversation.If desired, you can then reinitiate the call with a single mouse click using the redial button.

Customer data

In developing our applications, we follow the principle that customer data must be accessed responsibly. For us, there is only one acceptable approach: real-time communication with the CRM, without storing customer data outside the CRM application itself. This ensures that customers and partners maintain full visibility over where their CRM data resides, and eliminates any additional risk of data breaches. 
Unfortunately, this is not yet the standard in the world of integrations — we still see data being synced to external storage locations outside the CRM. This is why a Red Cactus partner gains a significant competitive advantage, especially with customers who value careful and responsible handling of their CRM data.

Free testing

Red Cactus partners have another major advantage, as they can offer their clients a trial license for 30 days (up to a maximum of 5 users), allowing customers to test the service free of charge.

Migrate In A Few Clicks

Do you or your client already use the Bubble Desktop application in combination with OTYS? The migration from the Bubble desktop pop-up notification to the embedded pop-up in OTYS follows a clear step-by-step plan. This guide is available in our knowledge base and walks you through each step for a smooth transition.
After the migration, the user logs in with their Bubble account in the Bubble 365 App. If desired, personal preferences can be adjusted, and then everything is ready to use.
The configuration of the Bubble Desktop application will be retained, so nothing changes except the application in which the notification appears (now within OTYS).
Please ensure that your Bubble version is up to date (minimum version 3.53), and don't forget to disable the pop-up notifications from the Bubble Desktop application itself.
Of course, you can also combine the Bubble365 Embedded app with Bubble Cloud, so you no longer need any desktop software.

More Information

Would you like more information about the Bubble365 app for OTYS? Check out the service description on the marketplace here or the technical manual on our knowledge base (note, you have to be logged in to do this).