Manual - URL Executer

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URL Executer 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 double clicking on it (please note that a CRM-application is activated if it has a blue frame around it).

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With the URL Executer module you can call websites, applications and scripts for the 'Call start', 'Call answered' and 'Call end' events.

  • A call direction can be chosen to filter out incoming/outgoing calls.
  • Just point to your website or script and the module executes when the specific event is triggered.
  • If the checkmark "Execute in background" is set, then http/https-urls will be called in the background insteaed of opening the user's browser.

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Easy roll out to other users

With the Clone Profiles module under the tab Bubble (in your partnerportal portal.redcactus.nl) it is possible to roll out a configuration to all selected people at the same time. This gives you as much configuration time for 1 user as for 1,000 at the same time. Please note, this is an exact copy of the profile. Check knowledgebase  (Clone Profiles)

Index

URL Executer CRM Configuration

Configuration in CRM application
Configuration Bubble Software
Easy roll out to other users

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.

Hotkey dial from CRM
Is a phone number not clickable in your CRM? With this function you can still make a call.


Integration features

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.

Call registration
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.

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.


Pop-up type

Bubble pop-up
Make use of all the functionalities that Bubble has to offer you


Standard Bubble pop-up functions

Remote Dialer
A remote dialer is always available on your desktop so that you can start a call quickly and easily.

Single sign-on
No need to remember multiple passwords, login with your Microsoft, Google or Apple account.

Click to dial
Start an outgoing telephone call with one mouse click from any website.

Hotkey dial
Is a phone number not clickable in your CRM? With this function you can still make a call.

Native Windows applicatie
Bubble is available as a native software application for Windows.

Native macOS applicatie
Bubble is available as a native software application for macOS


Buttons

Below is the list of available buttons. These are both CRM specific- and generic Bubble functions. Think about invoking a specific URL or script, opening an e-mail or making a callback request. Call Control is only available if your telephony platform supports it.

  • 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)
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