Manual - HubSpot
Contents:
HubSpot CRM Configuration
Configuration in CRM application
Configuration Bubble Software
Easy roll out to other users
HubSpot CRM Configuration
Notes
- Does not apply.
Configuration in CRM application
No need to configure anything in the CRM application itself.
Configuration Bubble Software
Login as the user in the Bubble software. Go to CRM Connectors in the navigation bar on the left side, select the desired CRM integration by toggling the slider to the "on" position. (please note that a CRM-application is activated if it has a blue frame around it).
Then click on the button Start Authorization, you will be redirected to a HubSpot page where you can select the right account.
Once selected the right account, click on Connect App, and bubble will give a notification that the Authorization was successful.
You are now ready to configure the Notifications.
Easy roll out to other users
Using the Clone Profiles module under the "Bubble" tab in your Partner Portal, you can quickly apply a configuration to all selected users at once. This allows you to configure 1,000 users in the same amount of time it takes to configure a single user. Keep in mind that this process creates an exact copy of the profile. For detailed instructions, refer to the Knowledge Base (Clone Profiles). Additionally, you can verify under the tab Features - Integration Type whether this integration requires a template for profile cloning to ensure that all user-specific settings are correctly assigned to their respective accounts.
Features
Outbound call possibilities CRM-
Click to dial from CRM
Start an outgoing telephone call with one mouse click from your CRM application or any website.
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Hotkey dial from CRM
Is a phone number not clickable in your CRM? With this function you can still make a call.
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Copy to dial
Select a phone number and get a suggestion to call directly.
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Activity Hub
In the Activity Hub, you can view activities such as a call log with notes or a conversation transcription that still needs to be saved in the CRM. You can choose to do this automatically or manually. Notes and transcriptions can be edited before they are written to the CRM.
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Call control
Provided your telephony platform supports it, full call control is available in the pop-up notification. This allows you to control your desk phone, softphone or other device from the notification.
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Call logging
Call information can be recorded directly in your CRM under the customer card. Do you need this feature but is it not yet available for your integration? Please contact us.
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Call logging (+AI transcription)
Call details, call notes, and an AI transcript of the conversation can be stored directly in your CRM under the customer record. To save AI transcripts, the connected telephony platform must support this feature.
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Call logging (+note)
Call information and call notes can be recorded directly in your CRM under the customer card.
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Call waiting
If you receive a second call while already on the phone, the Bubble365 apps will display this second call at the bottom of the pop-up notification, allowing you to easily switch with a single mouse click. In other apps, a second notification will appear instead.
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Custom field variables
The custom fields that have been created in the CRM application yourself can also be used to display in the pop-up.
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Multi result pop-up
Does a phone number occurs multiple times in your CRM application? Click directly to the next result. Do you need this feature but is it not yet available for your integration? Please contact us.
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SearchBar
Search CRM contact information from the 'SearchBar' desktop toolbar. From here you can open the customer card, start a phone call directly, send an email/WhatsApp/Microsoft Teams message or view the call history. Do you need this feature but is it not yet available for your integration? Please contact us.
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Bubble Desktop
Bubble is installed on each user/workstation and runs locally on the user's computer.
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Bubble Cloud
Bubble is hosted in the cloud, so no local installation is required. Note: This option requires the Bubble Cloud add-on license. For cloud hosting, it is always necessary for our cloud IP addresses to have access to the CRM/telephony environment.
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Realtime API (user based)
Authentication with CRM application at user level. Please note, if you want to clone the profiles to other users in the organization, the user data will be copied also. To prevent this, you can request a clone template from us that does not copy these values.
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Clone template
A template must be used when cloning profiles because user authorization takes place, which cannot be cloned.
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Bubble Desktop Pop-up
Bubble Desktop Pop-up is a smart addition to your workspace. You can easily install the application on your Windows PC or Mac, after which you immediately benefit from handy pop-up notifications for both incoming and outgoing calls. This way, you not only know who’s calling at the right moment, but you can also take action straight away – open the customer card, send a WhatsApp message, or perform another action.
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Bubble Third-Party API
With the Bubble Third Party API you can effortlessly connect your application to CRMs, telephony platforms and Bubble features — all through one smart interface. Less maintenance, more focus on what you really want to build. And the best part? This is the exact same technology we use at Red Cactus for our Bubble365 app series. You therefore get access to the very same powerful technology.
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Bubble365 Chrome Plug-in
The Bubble365 Chrome Plug-in brings your telephony and CRM together in one clear, integrated browser experience. With compatibility for various CRM applications and telephony platforms, the plug-in fits seamlessly into your existing work environment. This way, you can work faster, more efficiently, and with greater customer focus — all without interrupting your workflow.
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Bubble365 Edge Plug-in
The Bubble365 Edge Plug-in brings your telephony and CRM together in one clear, integrated browser experience. With compatibility for various CRM applications and telephony platforms, the plug-in fits seamlessly into your existing work environment. This way, you can work faster, more efficiently, and with greater customer focus — all without interrupting your workflow.
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Bubble365 Teams App [coming soon]
With the Bubble365 Teams App you bring the power of Bubble directly into your Microsoft Teams environment. By smartly combining CRM, telephony and Teams functionalities in one app, you get a seamless user experience. Work more efficiently and boost productivity by bringing all communication and CRM tools together in a single central interface. You decide how the app looks: choose which widgets to activate, where to place them and in what size. You can even add your own applications, such as the video stream of your door intercom via the iFrame widget. This way, Teams becomes your ultimate communication hub.
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Bubble365 Embedded Phone App
With the Bubble365 Embedded Phone App you bring CRM functionality directly into your softphone or contact center, provided your telephony platform supports it. On an incoming call, all relevant customer information appears instantly with convenient action buttons – fully integrated into your existing environment, without switching screens or programs. This allows you to search CRM contacts in real time and manage everything from one central place.
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Bubble365 Mobile App [coming soon]
With the Bubble365 Mobile App you can take your CRM functionality everywhere, directly on your smartphone. For every phone call – incoming or outgoing – you immediately receive a notification showing the name as stored in your CRM. From that notification you can easily open the app to view customer information or perform actions. On Android we even show notifications for calls handled through the native dialer, and with a fixed-mobile integration this also applies to iOS. In all other cases, notifications are triggered based on the phone calls running through the connected telephony platform. You can also search your CRM contacts in real time via the app (if your CRM supports the SearchBar), ensuring you always have the right information at hand.
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Bubble365 iFrame
With the Bubble365 iFrame you can easily integrate Bubble365 into your own application — for example within your telephony platform, CRM system or simply in the browser. Ideal for developers who do not want to build a complete telephony notification module like Bubble themselves, but still want to benefit from an integrated user experience that is compatible with CRM applications and telephony platforms.
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CRM specific buttons
CRM specific buttons to, for example, open customer card or initiate other actions. See tab 'buttons'.
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Pop-up notification
With an incoming, outgoing and forwarded call, an immediate notification with customer information.
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Content pop-up customization
Determine the content of the pop-up per user, department or organization with info from your CRM application.
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Single sign-on
No need to remember multiple passwords, login with your Microsoft, Google or Apple account.
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Multi-languages
Determine the language of the content in the pop-up by adding the words in the language of your choice.
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Hide internal callers
Don’t want to see a pop-up when a colleague calls you internally? Possibility to turn this function on or off.
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Sorting result
Prefer to show contacts first instead of companies when using ‘multi-result’? Decide the order yourself.
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Click to dial
Start an outgoing telephone call with one mouse click from any website.
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Hotkey dial
Is a phone number not clickable in your CRM? With this function you can still make a call.
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Recall conversations
In one click, the completed conversation popups can be retrieved to show the information again.
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Call back
You can recall the phone number again directly from a ‘retrieved pop-up’ with a simple mouse click.
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Talk duration timer
During a phone call, a timer is visible in the pop-up where the duration is displayed in seconds.
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Call history
Display the name of the colleague who last spoke or tried to call the caller in the past 3 months.
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Call notes
Immediately record your conversation info in a note so that all information is visible to your colleagues.
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Latest features
With a Bubble license you are always entitled to the latest functions that can be installed with one click.
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Automations
Build your own If-This-That flows to e.g. open actions, change parameters or execute a script.
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Number notation
If you use different number notations in your CRM (already 20+ formats by default) you can add them yourself.
Buttons
Below is the list of available buttons. These are both CRM specific- and generic Bubble functions.
- View Relation
- View Company
- View Contact
- Create Contact
- Create Company
- Custom Action (standard button)
- Send E-mail (standard button)
- Callback request (standard button)
- Call Control (standard button)*
- Send WhatsApp message (standard button)
- Send Microsoft Teams message (standard button)
- Open SearchBar (standard button)
- Trigger Automations (standard button)
Parameters
Determine the content of the pop-up per user, department or organization with information from your CRM package. Below is the list of parameters available from your CRM software.
- hubspot_type
- hubspot_contact_id
- hubspot_contact_url
- hubspot_company_name
- hubspot_company_id
- hubspot_company_url
- hubspot_url
- hubspot_address
- hubspot_annualrevenue
- hubspot_associatedcompanyid
- hubspot_associatedcompanylastupdated
- hubspot_city
- hubspot_closedate
- hubspot_company
- hubspot_company_size
- hubspot_country
- hubspot_createdate
- hubspot_currentlyinworkflow
- hubspot_date_of_birth
- hubspot_days_to_close
- hubspot_degree
- hubspot_email
- hubspot_engagements_last_meeting_booked
- hubspot_engagements_last_meeting_booked_campaign
- hubspot_engagements_last_meeting_booked_medium
- hubspot_engagements_last_meeting_booked_source
- hubspot_fax
- hubspot_field_of_study
- hubspot_first_conversion_date
- hubspot_first_conversion_event_name
- hubspot_first_deal_created_date
- hubspot_firstname
- hubspot_followercount
- hubspot_gender
- hubspot_graduation_date
- hubspot_hs_additional_emails
- hubspot_hs_all_accessible_team_ids
- hubspot_hs_all_assigned_business_unit_ids
- hubspot_hs_all_contact_vids
- hubspot_hs_all_owner_ids
- hubspot_hs_all_team_ids
- hubspot_hs_analytics_average_page_views
- hubspot_hs_analytics_first_referrer
- hubspot_hs_analytics_first_timestamp
- hubspot_hs_analytics_first_touch_converting_campaign
- hubspot_hs_analytics_first_url
- hubspot_hs_analytics_first_visit_timestamp
- hubspot_hs_analytics_last_referrer
- hubspot_hs_analytics_last_timestamp
- hubspot_hs_analytics_last_touch_converting_campaign
- hubspot_hs_analytics_last_url
- hubspot_hs_analytics_last_visit_timestamp
- hubspot_hs_analytics_num_event_completions
- hubspot_hs_analytics_num_page_views
- hubspot_hs_analytics_num_visits
- hubspot_hs_analytics_revenue
- hubspot_hs_analytics_source
- hubspot_hs_analytics_source_data_1
- hubspot_hs_analytics_source_data_2
- hubspot_hs_avatar_filemanager_key
- hubspot_hs_buying_role
- hubspot_hs_calculated_form_submissions
- hubspot_hs_calculated_merged_vids
- hubspot_hs_calculated_mobile_number
- hubspot_hs_calculated_phone_number
- hubspot_hs_calculated_phone_number_area_code
- hubspot_hs_calculated_phone_number_country_code
- hubspot_hs_calculated_phone_number_region_code
- hubspot_hs_clicked_linkedin_ad
- hubspot_hs_content_membership_email_confirmed
- hubspot_hs_content_membership_notes
- hubspot_hs_content_membership_registered_at
- hubspot_hs_content_membership_registration_domain_sent_to
- hubspot_hs_content_membership_registration_email_sent_at
- hubspot_hs_content_membership_status
- hubspot_hs_conversations_visitor_email
- hubspot_hs_count_is_unworked
- hubspot_hs_count_is_worked
- hubspot_hs_created_by_conversations
- hubspot_hs_created_by_user_id
- hubspot_hs_createdate
- hubspot_hs_date_entered_customer
- hubspot_hs_date_entered_evangelist
- hubspot_hs_date_entered_lead
- hubspot_hs_date_entered_marketingqualifiedlead
- hubspot_hs_date_entered_opportunity
- hubspot_hs_date_entered_other
- hubspot_hs_date_entered_salesqualifiedlead
- hubspot_hs_date_entered_subscriber
- hubspot_hs_date_exited_customer
- hubspot_hs_date_exited_evangelist
- hubspot_hs_date_exited_lead
- hubspot_hs_date_exited_marketingqualifiedlead
- hubspot_hs_date_exited_opportunity
- hubspot_hs_date_exited_other
- hubspot_hs_date_exited_salesqualifiedlead
- hubspot_hs_date_exited_subscriber
- hubspot_hs_document_last_revisited
- hubspot_hs_email_bad_address
- hubspot_hs_email_bounce
- hubspot_hs_email_click
- hubspot_hs_email_customer_quarantined_reason
- hubspot_hs_email_delivered
- hubspot_hs_email_domain
- hubspot_hs_email_first_click_date
- hubspot_hs_email_first_open_date
- hubspot_hs_email_first_reply_date
- hubspot_hs_email_first_send_date
- hubspot_hs_email_hard_bounce_reason
- hubspot_hs_email_hard_bounce_reason_enum
- hubspot_hs_email_is_ineligible
- hubspot_hs_email_last_click_date
- hubspot_hs_email_last_email_name
- hubspot_hs_email_last_open_date
- hubspot_hs_email_last_reply_date
- hubspot_hs_email_last_send_date
- hubspot_hs_email_open
- hubspot_hs_email_optout
- hubspot_hs_email_optout_14901959
- hubspot_hs_email_quarantined
- hubspot_hs_email_quarantined_reason
- hubspot_hs_email_recipient_fatigue_recovery_time
- hubspot_hs_email_replied
- hubspot_hs_email_sends_since_last_engagement
- hubspot_hs_emailconfirmationstatus
- hubspot_hs_facebook_ad_clicked
- hubspot_hs_facebook_click_id
- hubspot_hs_facebookid
- hubspot_hs_feedback_last_nps_follow_up
- hubspot_hs_feedback_last_nps_rating
- hubspot_hs_feedback_last_survey_date
- hubspot_hs_feedback_show_nps_web_survey
- hubspot_hs_first_engagement_object_id
- hubspot_hs_first_subscription_create_date
- hubspot_hs_google_click_id
- hubspot_hs_googleplusid
- hubspot_hs_has_active_subscription
- hubspot_hs_ip_timezone
- hubspot_hs_is_contact
- hubspot_hs_is_unworked
- hubspot_hs_language
- hubspot_hs_last_sales_activity_date
- hubspot_hs_last_sales_activity_timestamp
- hubspot_hs_lastmodifieddate
- hubspot_hs_latest_meeting_activity
- hubspot_hs_latest_sequence_ended_date
- hubspot_hs_latest_sequence_enrolled
- hubspot_hs_latest_sequence_enrolled_date
- hubspot_hs_latest_sequence_finished_date
- hubspot_hs_latest_sequence_unenrolled_date
- hubspot_hs_latest_source
- hubspot_hs_latest_source_data_1
- hubspot_hs_latest_source_data_2
- hubspot_hs_latest_source_timestamp
- hubspot_hs_latest_subscription_create_date
- hubspot_hs_lead_status
- hubspot_hs_legal_basis
- hubspot_hs_lifecyclestage_customer_date
- hubspot_hs_lifecyclestage_evangelist_date
- hubspot_hs_lifecyclestage_lead_date
- hubspot_hs_lifecyclestage_marketingqualifiedlead_date
- hubspot_hs_lifecyclestage_opportunity_date
- hubspot_hs_lifecyclestage_other_date
- hubspot_hs_lifecyclestage_salesqualifiedlead_date
- hubspot_hs_lifecyclestage_subscriber_date
- hubspot_hs_linkedin_ad_clicked
- hubspot_hs_linkedinid
- hubspot_hs_marketable_reason_id
- hubspot_hs_marketable_reason_type
- hubspot_hs_marketable_status
- hubspot_hs_marketable_until_renewal
- hubspot_hs_merged_object_ids
- hubspot_hs_object_id
- hubspot_hs_persona
- hubspot_hs_pinned_engagement_id
- hubspot_hs_pipeline
- hubspot_hs_predictivecontactscore
- hubspot_hs_predictivecontactscore_v2
- hubspot_hs_predictivecontactscorebucket
- hubspot_hs_predictivescoringtier
- hubspot_hs_read_only
- hubspot_hs_sa_first_engagement_date
- hubspot_hs_sa_first_engagement_descr
- hubspot_hs_sa_first_engagement_object_type
- hubspot_hs_sales_email_last_clicked
- hubspot_hs_sales_email_last_opened
- hubspot_hs_sales_email_last_replied
- hubspot_hs_searchable_calculated_international_mobile_number
- hubspot_hs_searchable_calculated_international_phone_number
- hubspot_hs_searchable_calculated_mobile_number
- hubspot_hs_searchable_calculated_phone_number
- hubspot_hs_sequences_actively_enrolled_count
- hubspot_hs_sequences_enrolled_count
- hubspot_hs_sequences_is_enrolled
- hubspot_hs_social_facebook_clicks
- hubspot_hs_social_google_plus_clicks
- hubspot_hs_social_last_engagement
- hubspot_hs_social_linkedin_clicks
- hubspot_hs_social_num_broadcast_clicks
- hubspot_hs_social_twitter_clicks
- hubspot_hs_testpurge
- hubspot_hs_testrollback
- hubspot_hs_time_between_contact_creation_and_deal_close
- hubspot_hs_time_between_contact_creation_and_deal_creation
- hubspot_hs_time_in_customer
- hubspot_hs_time_in_evangelist
- hubspot_hs_time_in_lead
- hubspot_hs_time_in_marketingqualifiedlead
- hubspot_hs_time_in_opportunity
- hubspot_hs_time_in_other
- hubspot_hs_time_in_salesqualifiedlead
- hubspot_hs_time_in_subscriber
- hubspot_hs_time_to_first_engagement
- hubspot_hs_time_to_move_from_lead_to_customer
- hubspot_hs_time_to_move_from_marketingqualifiedlead_to_customer
- hubspot_hs_time_to_move_from_opportunity_to_customer
- hubspot_hs_time_to_move_from_salesqualifiedlead_to_customer
- hubspot_hs_time_to_move_from_subscriber_to_customer
- hubspot_hs_timezone
- hubspot_hs_twitterid
- hubspot_hs_unique_creation_key
- hubspot_hs_updated_by_user_id
- hubspot_hs_user_ids_of_all_notification_followers
- hubspot_hs_user_ids_of_all_notification_unfollowers
- hubspot_hs_user_ids_of_all_owners
- hubspot_hs_whatsapp_phone_number
- hubspot_hubspot_owner_assigneddate
- hubspot_hubspot_owner_id
- hubspot_hubspot_team_id
- hubspot_hubspotscore
- hubspot_industry
- hubspot_ip_city
- hubspot_ip_country
- hubspot_ip_country_code
- hubspot_ip_latlon
- hubspot_ip_state
- hubspot_ip_state_code
- hubspot_ip_zipcode
- hubspot_job_function
- hubspot_jobtitle
- hubspot_kloutscoregeneral
- hubspot_lastmodifieddate
- hubspot_lastname
- hubspot_lifecyclestage
- hubspot_linkedinbio
- hubspot_linkedinconnections
- hubspot_marital_status
- hubspot_message
- hubspot_military_status
- hubspot_mobilephone
- hubspot_notes_last_contacted
- hubspot_notes_last_updated
- hubspot_notes_next_activity_date
- hubspot_num_associated_deals
- hubspot_num_contacted_notes
- hubspot_num_conversion_events
- hubspot_num_notes
- hubspot_num_unique_conversion_events
- hubspot_numemployees
- hubspot_owneremail
- hubspot_ownername
- hubspot_phone
- hubspot_photo
- hubspot_recent_conversion_date
- hubspot_recent_conversion_event_name
- hubspot_recent_deal_amount
- hubspot_recent_deal_close_date
- hubspot_relationship_status
- hubspot_salutation
- hubspot_school
- hubspot_seniority
- hubspot_start_date
- hubspot_state
- hubspot_surveymonkeyeventlastupdated
- hubspot_total_revenue
- hubspot_twitterbio
- hubspot_twitterhandle
- hubspot_twitterprofilephoto
- hubspot_webinareventlastupdated
- hubspot_website
- hubspot_work_email
- hubspot_zip
- hubspot_about_us
- hubspot_address2
- hubspot_closedate_timestamp_earliest_value_a2a17e6e
- hubspot_description
- hubspot_domain
- hubspot_facebook_company_page
- hubspot_facebookfans
- hubspot_first_contact_createdate
- hubspot_first_contact_createdate_timestamp_earliest_value_78b50eea
- hubspot_first_conversion_date_timestamp_earliest_value_61f58f2c
- hubspot_first_conversion_event_name_timestamp_earliest_value_68ddae0a
- hubspot_founded_year
- hubspot_googleplus_page
- hubspot_hs_additional_domains
- hubspot_hs_analytics_first_timestamp_timestamp_earliest_value_11e3a63a
- hubspot_hs_analytics_first_touch_converting_campaign_timestamp_earliest_value_4757fe10
- hubspot_hs_analytics_first_visit_timestamp_timestamp_earliest_value_accc17ae
- hubspot_hs_analytics_last_timestamp_timestamp_latest_value_4e16365a
- hubspot_hs_analytics_last_touch_converting_campaign_timestamp_latest_value_81a64e30
- hubspot_hs_analytics_last_visit_timestamp_timestamp_latest_value_999a0fce
- hubspot_hs_analytics_latest_source
- hubspot_hs_analytics_latest_source_data_1
- hubspot_hs_analytics_latest_source_data_2
- hubspot_hs_analytics_latest_source_timestamp
- hubspot_hs_analytics_num_page_views_cardinality_sum_e46e85b0
- hubspot_hs_analytics_num_visits_cardinality_sum_53d952a6
- hubspot_hs_analytics_source_data_1_timestamp_earliest_value_9b2f1fa1
- hubspot_hs_analytics_source_data_2_timestamp_earliest_value_9b2f9400
- hubspot_hs_analytics_source_timestamp_earliest_value_25a3a52c
- hubspot_hs_ideal_customer_profile
- hubspot_hs_is_target_account
- hubspot_hs_last_booked_meeting_date
- hubspot_hs_last_logged_call_date
- hubspot_hs_last_open_task_date
- hubspot_hs_latest_createdate_of_active_subscriptions
- hubspot_hs_num_blockers
- hubspot_hs_num_child_companies
- hubspot_hs_num_contacts_with_buying_roles
- hubspot_hs_num_decision_makers
- hubspot_hs_num_open_deals
- hubspot_hs_parent_company_id
- hubspot_hs_predictivecontactscore_v2_next_max_max_d4e58c1e
- hubspot_hs_target_account
- hubspot_hs_target_account_probability
- hubspot_hs_target_account_recommendation_snooze_time
- hubspot_hs_target_account_recommendation_state
- hubspot_hs_total_deal_value
- hubspot_is_public
- hubspot_linkedin_company_page
- hubspot_name
- hubspot_num_associated_contacts
- hubspot_num_conversion_events_cardinality_sum_d095f14b
- hubspot_numberofemployees
- hubspot_recent_conversion_date_timestamp_latest_value_72856da1
- hubspot_recent_conversion_event_name_timestamp_latest_value_66c820bf
- hubspot_timezone
- hubspot_total_money_raised
- hubspot_twitterfollowers
- hubspot_web_technologies
Selected article:
Bubble365 not visible as a calling provider
Click-to-call button in HubSpot is not working.
What is Bubble
Disconnecting the Bubble app from HubSpot
Bubble365 not visible as a calling provider
If you don't see the option in HubSpot to select Bubble365 as your calling provider, there could be two reasons: Option 1: The cache function of HubSpot sometimes works too well, causing certain appl...Log in when you want to read this article
This article is providing information to users of our software. Information that contains things like, how to install our software, how to use certain options and more. If you want to read this article, you will have to log in with your Red Cactus account.
Click-to-call button in HubSpot is not working.
If you’re experiencing issues with the Click-to-Call button in HubSpot while using the Bubble telephony integration, don’t worry! Below, we’ve outlined common causes and solutions to ensure seamless o...Log in when you want to read this article
This article is providing information to users of our software. Information that contains things like, how to install our software, how to use certain options and more. If you want to read this article, you will have to log in with your Red Cactus account.
Contents:
CRM- ERP- specific
What is Bubble
Bubble is an app that can integrate with HubSpot and more than 85 telephony platforms.
Bubble integrates with HubSpot via the API and retrieves real-time data based on the phone number.
This means we do not need to store or cache any data.
To use the app, you will need to follow the manual to make the integration work.
After that, you can proceed with the following steps to configure the app.
The content of the pop-up can be composed entirely according to your wishes under Notifications > Notification Content. This works with dynamic parameters (variables). All useful variables can be found via the button legend. The variables can come from Bubble, the telephone connector that is activated and the selected CRM-ERP- software. The list of variables is automatically completed with the available variables from a CRM- ERP- software connector after it has been activated. The variable you want to use is easy to copy by clicking on the copy function before the line and then pasting it.
Type in the field Notification Content what you want to show (In the language of your preference), for example ‘number’ and put the correct variable behind it (for example $number). If the number is recognized during a call, the variable will automatically change to the correct customer data.
In the pop-up you can create a maximum of 4 buttons under Notifications > Actions Buttons . You can create the following buttons:
- CRM- ERP specific
- Custom action
- Trigger Automations
- Copy to clipboard
- Send email
- Send WhatsApp
- Chat Teams
CRM- ERP- specific
As soon as a CRM- ERP- connector has been activated under CRM Connectors, the possibilities of that specific CRM- ERP- software will immediately appear when a button is created. An example of this is HubSpot, where HubSpot offers the following options to activate under a button:
- View Relation
- View Company
- View Contact
- Create Contact
- Create Company
After activating a button you have the option to change the name of the button. After every adjustment or activation, click on Save.
Disconnecting the Bubble app from HubSpot
If you have connected the Bubble app with HubSpot and you would like to disconnect it, you can do this both in HubSpot and in Bubble. We would like to refer you to the following HubSpot article that explains how to do this in HubSpot: https://knowledge.hubspot.com/marketplace/install-apps-from-the-app-marketplace#uninstall-an-app
To remove the connection in Bubble itself, simply go to CRM Connectors -> HubSpot and click on "Delete Authorization". That’s it.
There is now no HubSpot account linked to Bubble anymore, so automatic logging of calls in HubSpot will stop. Nothing else will change in your HubSpot account.