Manual - Zapier
Zapier CRM Configuration
Notes
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Index
Zapier CRM Configuration
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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.
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.
Copy to dial
Select a phone number and get a suggestion to call directly.
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 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.
Call logging (+note)
Call information and call notes can be recorded directly in your CRM under the customer card.
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.
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.
Deployment type
Bubble Desktop
Bubble is installed on each user/workstation and runs locally on the user's computer.
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.
Integration type
OtherClone template
A template must be used when cloning profiles because user authorization takes place, which cannot be cloned.
Application type
Bubble Desktop Pop-up
Make use of all the functionalities that Bubble has to offer you
Standard Bubble pop-up functions
Pop-up notification
With an incoming, outgoing and forwarded call, an immediate notification with customer information.
Content pop-up customization
Determine the content of the pop-up per user, department or organization with info from your CRM application.
Single sign-on
No need to remember multiple passwords, login with your Microsoft, Google or Apple account.
Multi-languages
Determine the language of the content in the pop-up by adding the words in the language of your choice.
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.
Sorting result
Prefer to show contacts first instead of companies when using ‘multi-result’? Decide the order yourself.
Click to dial
Start an outgoing telephone call with one mouse click from any website.
Recall conversations
In one click, the completed conversation popups can be retrieved to show the information again.
Call back
You can recall the phone number again directly from a ‘retrieved pop-up’ with a simple mouse click.
Talk duration timer
During a phone call, a timer is visible in the pop-up where the duration is displayed in seconds.
Call history
Display the name of the colleague who last spoke or tried to call the caller in the past 3 months.
Call notes
Immediately record your conversation info in a note so that all information is visible to your colleagues.
Updates
With a Bubble license you are always entitled to the latest functions that can be installed with one click.
Number notation
If you use different number notations in your CRM (already 20+ formats by default) you can add them yourself.
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.
call_idcall_merged_from_idcall_timestampevent_timestampevent_timestamp_iso8601namename_originnumbernumber_originnumber_E164number_fullnumber_nationalnumber_national_wsnumber_national_compactnumber_internationalnumber_international_wsnumber_international_compactcall_statedirectioncall_durationcall_subjectcall_noteinternal_numberexternal_numberlast_call_datetimelast_call_userlast_call_user_firstnamelast_call_user_lastnamelast_call_durationlast_call_directionbubble_agent_namebubble_agent_first_namebubble_agent_last_namebubble_agent_email+ all the parameters of linked CRM applications
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