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Bloobirds Integration with Jiminny for Salesforce
Bloobirds Integration with Jiminny for Salesforce
Simona Georgieva avatar
Written by Simona Georgieva
Updated this week

We are on a mission to help ambitious sales & success teams reach their goals and grow. By breaking down the barriers that have prevented coaching & collaboration we help teams unlock their potential.

Overview of the dialer:


With Bloobirds Dialer, your conversations will be seamlessly imported into Jiminny, where they’ll be transcribed and analyzed for actionable insights. Easily search, listen, and share knowledge across your entire organization. Unlock limitless coaching opportunities—self-coach, learn from peers, and receive valuable feedback from your manager to continuously improve and drive success.

Setup type:
You should reach out to the Jiminny Support Team or your Account Manager to enable Bloobirds for your organization.

Prerequisites:

To pull and process calls your Bloobirds admin should enable the dialer Salesforce integration to send call tasks in the CRM.

To work correctly the dialer needs:

  • Task Subtype = Call

  • Customer field for the recording url

  • "CallType": "Incoming & Outgoing"

  • Contact Name

Key Benefits:

It will increase visibility as each member of the team will be able to find the exact key moment in the call in seconds to pinpoint coaching moments. 🔥

FAQs

Which calls do we pull in?

Once the Bloobirds Salesforce Integration is connected and the dialer is enabled, Jiminny will start to import all calls made in Bloobirds by active Jiminny Users.

Calls should be imported and processed in Jiminny no later than 30 minutes after the call has ended in Bloobirds.

Which calls don't we pull in?

Those where the user doesn’t exist in Jiminny.

What if my calls are not pulling into Jiminny?

Please check if your email with Bloobirds matches the email you are currently using with Jiminny. We'll need both emails to match for us to be able to pull your calls through.

If your email being used in Bloobirds is different to the one in Jiminny, then you'll be able to go onto profile in Jiminny, then under "Secondary email" you can enter the second email to enable Jiminny to sync and pull in your calls.

Important: Calls will not be pulled if the Salesforce account is not connected or if the user does not have a recorder role.

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