No need to configure anything in the CRM application itself.
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).
If multiple results are found, you can use DATEV Klick to make the current relation the active relation that is linked to the phone call.
If you want to link a contact that is not found based on the phone number lookup, then you can open the SearchBar, search for the right contact and click on the arrow button to link the contact to the active call.
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)
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)
Send WhatsApp message (standard button)
Send Microsoft Teams message (standard button)
Call Control (standard button)*
Open SearchBar (standard button)
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.