Fantastic news for all Pipedrive 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 Pipedrive is now available and works seamlessly with more than 85 different telephony platforms. Experience the power of the integration tool Bubble — now fully integrated in Pipedrive.
Pipedrive Embedded App
This integration ensures that all relevant customer information is immediately displayed when receiving a phone call. From the overview that appears, which can also be fully customized to the user’s preferences, you can instantly take the desired action. In addition to CRM-specific buttons, there are plenty of useful standard buttons available, such as the custom action, email, callback request, WhatsApp, or Microsoft Teams Chat button.
After ending the call, a call record — optionally including a call note and AI Call Transcript — is automatically saved under the customer card in Pipedrive. What makes it even better: it’s not a separate pop-up, but fully integrated in Pipedrive. Do you also use other apps? No worries! You can even display CRM information or buttons from other applications in the Pipedrive notification.
SearchBar
But there’s more! In addition to the pop-up notification that appears during a phone call, it’s also possible to search through all your Pipedrive contacts (optionally combined with data from another source) using the SearchBar. From the search results, you can perform various actions, such as:
Outgoing Calls
To make an outgoing phone call, you can use the click-to-call feature. With this function, you can start a call with a simple mouse click on a phone number in Pipedrive or from a search result in the SearchBar. If you prefer to dial a number manually, that’s also possible. 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), allowing you to manage your desk phone, softphone, or other devices directly from the notification. The following actions are supported:
If your telephony platform only supports limited call control (for example, answer and end only), the pop-up notification will display only the buttons that are actually available to you. If no call control is supported by your telephony platform at all, the call control option will not be visible in the pop-up notification. Click here for more information about the supported telephony platforms.
Multi-result
If multiple results are found for the caller’s phone number, you can use the arrow keys (located below the action buttons) to navigate to the next result. If you want to influence which contact is displayed first, you can configure this in the settings panel using the advanced filter function.
Call Waiting
If you receive additional incoming calls while you’re already on the phone, 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 by Phone Number
If you want to see which colleague last spoke with the caller during a phone conversation, simply click to open the 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 will open showing all relevant information linked to that phone number.
Call Log
From the pop-up notification, you can immediately write a call note, which will be logged under the correct contact in Pipedrive after the call ends. If no call note is written, it’s still possible to automatically add a call log to the customer card containing call details such as the time, duration, and the employee involved.
AI Call Transcription
If the connected telephony platform or a third-party solution supports converting phone calls into AI-generated call summaries, you can use the Activity Hub to write these AI transcriptions – together with the call log – directly to a contact’s activity timeline in the CRM. This can be done automatically or manually, depending on your settings.
When manual processing is enabled, or when multiple contacts share the same phone number, you can easily select the correct contact. If a contact does not yet exist in the CRM, you can add it first to ensure a proper link. You can also review and edit the transcript before sending it to the CRM, or choose to delete it entirely.
Callback
After ending a call (and if you haven’t closed the notification), you can easily reopen the pop-up notification of your most recent phone conversation. From there, you can, if desired, restart the call with a simple mouse click on the redial button.
Customer Data
When developing our applications, we adhere to the vision that customer data should be accessed responsibly. For us, there is only one acceptable way: real-time communication with the CRM, without storing customer data outside the CRM application itself. This ensures that customers and partners maintain full control over where their CRM data resides, minimizing the risk of data breaches. Unfortunately, this approach is not yet standard in the world of integrations, and we still see data being synced to external storage sources outside the CRM. This is why a Red Cactus partner has a significant competitive advantage — especially with customers who value careful and responsible handling of CRM data.
Free Trial
Red Cactus partners enjoy another major benefit: they can offer their customers a test license for 30 days (up to 5 users), allowing customers to try the solution completely free of charge.
Migrate in Just a Few Clicks
Are you or your customer already using the Bubble Desktop application in combination with Pipedrive? The migration from the Bubble desktop pop-up notification to the embedded pop-up in Pipedrive can be completed in just a few simple clicks. This step-by-step guide is available in our knowledge base and helps you ensure 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 — after that, everything is ready for use. The configuration of the Bubble desktop application remains intact, meaning nothing changes except where the notification appears (now inside Pipedrive). 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 to learn more about the Bubble365 app for Pipedrive?
Check out the service description on the marketplace or the technical guide in our knowledge base (note: login required).