CRM integration Set up for Teams Phone System

Configuration in Bubble Software

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.  (or by pressing the Activate button).

Then click on “Authorize ” (must be done by all users individually) and you will be redirected to the Bubble web portal to authorize. 

First step is to login with your Bubble account, this is most likely the same account as your Teams account.

The second step is to authorize with your MS Teams account.

After successful authorization you will see the following message.

Configuration in Teams admin center

Your Microsoft tenant administrator needs to setup the call policy in the Teams admin center.

Go to https://admin.teams.microsoft.com/.

Go to Voice -> Calling policies, then edit the relevant policies:

Enable 'Open Apps in browser for incoming PSTN calls'.

Fill in the following link:

https://portal.eu.redcactus.cloud/teams-integration/screen-popup/{phone}

Click on 'Save'.

You may need to restart the Teams client.

Configuration in Teams application

An individual user can disable the screen popup manually by enabling/disabling it in the Teams client.

Teams Application -> Settings -> Calls -> Application Integration -> Turn on to enable.

• Related Articles

• Set up CRM integration with Zoho CRM and Teams Phone System

  Follow these steps to configure your CRM integration with Zoho CRM (or Zoho Desk) and Teams Phone System The following steps outline the set-up and configuration to get your CRM/Desk connected to our Bubble App Step 1 - Download and install Bubble ...

• 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 ...

• Bubble CRM Integration User set up - CC4Teams and any CRM

  Follow these steps to configure your CRM integration with CC4Teams and any CRM 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 ...

• What if Teams opens standard URL's in Edge?

  You need to make sure that Microsoft Teams is opening the URL's in your standard browser. In the newest version of Teams this standard set to Microsoft Edge. In Microsoft Teams calling, go to Settings - Files and Links and switch to Standardbrowser.

• CRM Portal Access and software download

  To Access the CRM Integration Portal please visit this URL https://portal.redcactus.nl/ Click on the Microsoft blue button and log in with your Microsoft 365 Credentials Download and install the software for your PC/Mac environment Once installed ...