Bubble CRM Integration User set up - Zoho CRM and Teams Phone
Follow these steps to configure your CRM integration with Zoho CRM and Teams Phone System
The following steps outline the end user set-up and configuration to get your CRM connected to our Bubble App
NOTE - Your administrator needs to have set up additional settings prior to allow this integration to work properly. Make sure this has been completed or else this CRM integration will not function properly.
Step 1 - Run the Bubble app
Run the Bubble app and log in with your Microsoft credentials.
This user must be pre-configured by Paxitel for your account and license to be able to log in.
Step 2 - Connect your Zoho CRM
There is no need to configure anything in the CRM application itself.
Run the Bubble app and log in with your Microsoft credentials.
Go to CRM Connectors in the navigation bar on the left side, and select the desired CRM integration by double-clicking on it. Or click the Activate button above
(Please note that a CRM application is activated if it has a blue frame around it).
Then click Start Authorize.
Optionally you can enable automatic call logging for call registration.
If "Log unknown callers" is enabled, call registration will also be done for numbers that do not exist in Zoho.
Step 3 - Connect your Teams Phone System
To connect to your Microsoft Teams client, go to the Bubble software. Navigate to Phone Connectors and activate the Teams connector by double-clicking on it. Then click on “Authorize” (must be done by all users individually) and you will be redirected to the Bubble web portal to authorize.
The first step is to log in with your Bubble account, this is most likely the same account as your Teams/Microsoft account.
The second step is to authorize with your MS Teams account.
After successful authorization you will see the following message.
Step 4 - Configuration in Teams application
An individual user can disable the screen popup manually by enabling/disabling it in the Teams client.
Important - This is needed for each user
Teams Application -> Settings -> Calls -> Application Integration -> Turn on to enable.
If you do not see this option, then your administrator MUST set up the calling policy to allow the CRM integration to present a pop-up on incoming calls
Your Zoho CRM should now be connected to Bubble and your Teams Phone System should now be configured and you will be able to use the CRM integration.
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