Manual - HubSpot [embedded]
HubSpot [embedded] CRM Configuration
Notes
- For some HubSpot users, the Control Panel is not visible. To activate it, go to the “knowledge base” tab in this guide.
- Want more information on how this integration works? Then read the blog article by clicking here.
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.
Don't forget to turn off the desktop pop-up notification because the notification now appears in the CRM application itself. You can do this by going to Notifications > Pop-up settings in the Bubble software and disabling ‘enable pop-ups’. You are now ready to configure the Notifications .
Configuration in CRM application
Navigate to the HubSpot Settings, go to General > Calling, select the "Bubble 365 App" onder "Calling Provider". From this moment on, the Bubble 365 app is active in HubSpot and automatically connects to the Bubble desktop app on your PC. You can still make various user- company- specific settings under 'settings' in the Bubble365 app. Consider whether or not to display the call note field or display the call control function. These settings can be set per user or per company (with customer admin rights).
Note: by default, pop-up notification for incoming phone calls is disabled. You can easily activate it in the setting menu.
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 CRMHotkey dial from CRM
Copy to dial
Integration features
Multi result pop-upCall logging
Call logging (+note)
Custom field variables
SearchBar
Call control
Call waiting
Theme mode
Deployment type
Bubble DesktopBubble Cloud
Integration type
Realtime API (user based)Clone template
Application type
Bubble365 embedded pop-upStandard Bubble pop-up functions
Pop-up notificationContent pop-up customization
Single sign-on
Multi-languages
Hide internal callers
Sorting result
Click to dial
Recall conversations
Call back
Talk duration timer
Call history
Call notes
Updates
Number notation
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_typehubspot_contact_idhubspot_contact_urlhubspot_company_namehubspot_company_idhubspot_company_urlhubspot_urlhubspot_addresshubspot_annualrevenuehubspot_associatedcompanyidhubspot_associatedcompanylastupdatedhubspot_cityhubspot_closedatehubspot_companyhubspot_company_sizehubspot_countryhubspot_createdatehubspot_currentlyinworkflowhubspot_date_of_birthhubspot_days_to_closehubspot_degreehubspot_emailhubspot_engagements_last_meeting_bookedhubspot_engagements_last_meeting_booked_campaignhubspot_engagements_last_meeting_booked_mediumhubspot_engagements_last_meeting_booked_sourcehubspot_faxhubspot_field_of_studyhubspot_first_conversion_datehubspot_first_conversion_event_namehubspot_first_deal_created_datehubspot_firstnamehubspot_followercounthubspot_genderhubspot_graduation_datehubspot_hs_additional_emailshubspot_hs_all_accessible_team_idshubspot_hs_all_assigned_business_unit_idshubspot_hs_all_contact_vidshubspot_hs_all_owner_idshubspot_hs_all_team_idshubspot_hs_analytics_average_page_viewshubspot_hs_analytics_first_referrerhubspot_hs_analytics_first_timestamphubspot_hs_analytics_first_touch_converting_campaignhubspot_hs_analytics_first_urlhubspot_hs_analytics_first_visit_timestamphubspot_hs_analytics_last_referrerhubspot_hs_analytics_last_timestamphubspot_hs_analytics_last_touch_converting_campaignhubspot_hs_analytics_last_urlhubspot_hs_analytics_last_visit_timestamphubspot_hs_analytics_num_event_completionshubspot_hs_analytics_num_page_viewshubspot_hs_analytics_num_visitshubspot_hs_analytics_revenuehubspot_hs_analytics_sourcehubspot_hs_analytics_source_data_1hubspot_hs_analytics_source_data_2hubspot_hs_avatar_filemanager_keyhubspot_hs_buying_rolehubspot_hs_calculated_form_submissionshubspot_hs_calculated_merged_vidshubspot_hs_calculated_mobile_numberhubspot_hs_calculated_phone_numberhubspot_hs_calculated_phone_number_area_codehubspot_hs_calculated_phone_number_country_codehubspot_hs_calculated_phone_number_region_codehubspot_hs_clicked_linkedin_adhubspot_hs_content_membership_email_confirmedhubspot_hs_content_membership_noteshubspot_hs_content_membership_registered_athubspot_hs_content_membership_registration_domain_sent_tohubspot_hs_content_membership_registration_email_sent_athubspot_hs_content_membership_statushubspot_hs_conversations_visitor_emailhubspot_hs_count_is_unworkedhubspot_hs_count_is_workedhubspot_hs_created_by_conversationshubspot_hs_created_by_user_idhubspot_hs_createdatehubspot_hs_date_entered_customerhubspot_hs_date_entered_evangelisthubspot_hs_date_entered_leadhubspot_hs_date_entered_marketingqualifiedleadhubspot_hs_date_entered_opportunityhubspot_hs_date_entered_otherhubspot_hs_date_entered_salesqualifiedleadhubspot_hs_date_entered_subscriberhubspot_hs_date_exited_customerhubspot_hs_date_exited_evangelisthubspot_hs_date_exited_leadhubspot_hs_date_exited_marketingqualifiedleadhubspot_hs_date_exited_opportunityhubspot_hs_date_exited_otherhubspot_hs_date_exited_salesqualifiedleadhubspot_hs_date_exited_subscriberhubspot_hs_document_last_revisitedhubspot_hs_email_bad_addresshubspot_hs_email_bouncehubspot_hs_email_clickhubspot_hs_email_customer_quarantined_reasonhubspot_hs_email_deliveredhubspot_hs_email_domainhubspot_hs_email_first_click_datehubspot_hs_email_first_open_datehubspot_hs_email_first_reply_datehubspot_hs_email_first_send_datehubspot_hs_email_hard_bounce_reasonhubspot_hs_email_hard_bounce_reason_enumhubspot_hs_email_is_ineligiblehubspot_hs_email_last_click_datehubspot_hs_email_last_email_namehubspot_hs_email_last_open_datehubspot_hs_email_last_reply_datehubspot_hs_email_last_send_datehubspot_hs_email_openhubspot_hs_email_optouthubspot_hs_email_optout_14901959hubspot_hs_email_quarantinedhubspot_hs_email_quarantined_reasonhubspot_hs_email_recipient_fatigue_recovery_timehubspot_hs_email_repliedhubspot_hs_email_sends_since_last_engagementhubspot_hs_emailconfirmationstatushubspot_hs_facebook_ad_clickedhubspot_hs_facebook_click_idhubspot_hs_facebookidhubspot_hs_feedback_last_nps_follow_uphubspot_hs_feedback_last_nps_ratinghubspot_hs_feedback_last_survey_datehubspot_hs_feedback_show_nps_web_surveyhubspot_hs_first_engagement_object_idhubspot_hs_first_subscription_create_datehubspot_hs_google_click_idhubspot_hs_googleplusidhubspot_hs_has_active_subscriptionhubspot_hs_ip_timezonehubspot_hs_is_contacthubspot_hs_is_unworkedhubspot_hs_languagehubspot_hs_last_sales_activity_datehubspot_hs_last_sales_activity_timestamphubspot_hs_lastmodifieddatehubspot_hs_latest_meeting_activityhubspot_hs_latest_sequence_ended_datehubspot_hs_latest_sequence_enrolledhubspot_hs_latest_sequence_enrolled_datehubspot_hs_latest_sequence_finished_datehubspot_hs_latest_sequence_unenrolled_datehubspot_hs_latest_sourcehubspot_hs_latest_source_data_1hubspot_hs_latest_source_data_2hubspot_hs_latest_source_timestamphubspot_hs_latest_subscription_create_datehubspot_hs_lead_statushubspot_hs_legal_basishubspot_hs_lifecyclestage_customer_datehubspot_hs_lifecyclestage_evangelist_datehubspot_hs_lifecyclestage_lead_datehubspot_hs_lifecyclestage_marketingqualifiedlead_datehubspot_hs_lifecyclestage_opportunity_datehubspot_hs_lifecyclestage_other_datehubspot_hs_lifecyclestage_salesqualifiedlead_datehubspot_hs_lifecyclestage_subscriber_datehubspot_hs_linkedin_ad_clickedhubspot_hs_linkedinidhubspot_hs_marketable_reason_idhubspot_hs_marketable_reason_typehubspot_hs_marketable_statushubspot_hs_marketable_until_renewalhubspot_hs_merged_object_idshubspot_hs_object_idhubspot_hs_personahubspot_hs_pinned_engagement_idhubspot_hs_pipelinehubspot_hs_predictivecontactscorehubspot_hs_predictivecontactscore_v2hubspot_hs_predictivecontactscorebuckethubspot_hs_predictivescoringtierhubspot_hs_read_onlyhubspot_hs_sa_first_engagement_datehubspot_hs_sa_first_engagement_descrhubspot_hs_sa_first_engagement_object_typehubspot_hs_sales_email_last_clickedhubspot_hs_sales_email_last_openedhubspot_hs_sales_email_last_repliedhubspot_hs_searchable_calculated_international_mobile_numberhubspot_hs_searchable_calculated_international_phone_numberhubspot_hs_searchable_calculated_mobile_numberhubspot_hs_searchable_calculated_phone_numberhubspot_hs_sequences_actively_enrolled_counthubspot_hs_sequences_enrolled_counthubspot_hs_sequences_is_enrolledhubspot_hs_social_facebook_clickshubspot_hs_social_google_plus_clickshubspot_hs_social_last_engagementhubspot_hs_social_linkedin_clickshubspot_hs_social_num_broadcast_clickshubspot_hs_social_twitter_clickshubspot_hs_testpurgehubspot_hs_testrollbackhubspot_hs_time_between_contact_creation_and_deal_closehubspot_hs_time_between_contact_creation_and_deal_creationhubspot_hs_time_in_customerhubspot_hs_time_in_evangelisthubspot_hs_time_in_leadhubspot_hs_time_in_marketingqualifiedleadhubspot_hs_time_in_opportunityhubspot_hs_time_in_otherhubspot_hs_time_in_salesqualifiedleadhubspot_hs_time_in_subscriberhubspot_hs_time_to_first_engagementhubspot_hs_time_to_move_from_lead_to_customerhubspot_hs_time_to_move_from_marketingqualifiedlead_to_customerhubspot_hs_time_to_move_from_opportunity_to_customerhubspot_hs_time_to_move_from_salesqualifiedlead_to_customerhubspot_hs_time_to_move_from_subscriber_to_customerhubspot_hs_timezonehubspot_hs_twitteridhubspot_hs_unique_creation_keyhubspot_hs_updated_by_user_idhubspot_hs_user_ids_of_all_notification_followershubspot_hs_user_ids_of_all_notification_unfollowershubspot_hs_user_ids_of_all_ownershubspot_hs_whatsapp_phone_numberhubspot_hubspot_owner_assigneddatehubspot_hubspot_owner_idhubspot_hubspot_team_idhubspot_hubspotscorehubspot_industryhubspot_ip_cityhubspot_ip_countryhubspot_ip_country_codehubspot_ip_latlonhubspot_ip_statehubspot_ip_state_codehubspot_ip_zipcodehubspot_job_functionhubspot_jobtitlehubspot_kloutscoregeneralhubspot_lastmodifieddatehubspot_lastnamehubspot_lifecyclestagehubspot_linkedinbiohubspot_linkedinconnectionshubspot_marital_statushubspot_messagehubspot_military_statushubspot_mobilephonehubspot_notes_last_contactedhubspot_notes_last_updatedhubspot_notes_next_activity_datehubspot_num_associated_dealshubspot_num_contacted_noteshubspot_num_conversion_eventshubspot_num_noteshubspot_num_unique_conversion_eventshubspot_numemployeeshubspot_owneremailhubspot_ownernamehubspot_phonehubspot_photohubspot_recent_conversion_datehubspot_recent_conversion_event_namehubspot_recent_deal_amounthubspot_recent_deal_close_datehubspot_relationship_statushubspot_salutationhubspot_schoolhubspot_seniorityhubspot_start_datehubspot_statehubspot_surveymonkeyeventlastupdatedhubspot_total_revenuehubspot_twitterbiohubspot_twitterhandlehubspot_twitterprofilephotohubspot_webinareventlastupdatedhubspot_websitehubspot_work_emailhubspot_ziphubspot_about_ushubspot_address2hubspot_closedate_timestamp_earliest_value_a2a17e6ehubspot_descriptionhubspot_domainhubspot_facebook_company_pagehubspot_facebookfanshubspot_first_contact_createdatehubspot_first_contact_createdate_timestamp_earliest_value_78b50eeahubspot_first_conversion_date_timestamp_earliest_value_61f58f2chubspot_first_conversion_event_name_timestamp_earliest_value_68ddae0ahubspot_founded_yearhubspot_googleplus_pagehubspot_hs_additional_domainshubspot_hs_analytics_first_timestamp_timestamp_earliest_value_11e3a63ahubspot_hs_analytics_first_touch_converting_campaign_timestamp_earliest_value_4757fe10hubspot_hs_analytics_first_visit_timestamp_timestamp_earliest_value_accc17aehubspot_hs_analytics_last_timestamp_timestamp_latest_value_4e16365ahubspot_hs_analytics_last_touch_converting_campaign_timestamp_latest_value_81a64e30hubspot_hs_analytics_last_visit_timestamp_timestamp_latest_value_999a0fcehubspot_hs_analytics_latest_sourcehubspot_hs_analytics_latest_source_data_1hubspot_hs_analytics_latest_source_data_2hubspot_hs_analytics_latest_source_timestamphubspot_hs_analytics_num_page_views_cardinality_sum_e46e85b0hubspot_hs_analytics_num_visits_cardinality_sum_53d952a6hubspot_hs_analytics_source_data_1_timestamp_earliest_value_9b2f1fa1hubspot_hs_analytics_source_data_2_timestamp_earliest_value_9b2f9400hubspot_hs_analytics_source_timestamp_earliest_value_25a3a52chubspot_hs_ideal_customer_profilehubspot_hs_is_target_accounthubspot_hs_last_booked_meeting_datehubspot_hs_last_logged_call_datehubspot_hs_last_open_task_datehubspot_hs_latest_createdate_of_active_subscriptionshubspot_hs_num_blockershubspot_hs_num_child_companieshubspot_hs_num_contacts_with_buying_roleshubspot_hs_num_decision_makershubspot_hs_num_open_dealshubspot_hs_parent_company_idhubspot_hs_predictivecontactscore_v2_next_max_max_d4e58c1ehubspot_hs_target_accounthubspot_hs_target_account_probabilityhubspot_hs_target_account_recommendation_snooze_timehubspot_hs_target_account_recommendation_statehubspot_hs_total_deal_valuehubspot_is_publichubspot_linkedin_company_pagehubspot_namehubspot_num_associated_contactshubspot_num_conversion_events_cardinality_sum_d095f14bhubspot_numberofemployeeshubspot_recent_conversion_date_timestamp_latest_value_72856da1hubspot_recent_conversion_event_name_timestamp_latest_value_66c820bfhubspot_timezonehubspot_total_money_raisedhubspot_twitterfollowershubspot_web_technologies
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.
Index
CRM- ERP- specific
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.