The administrator needs to obtain the API Key from Freshdesk first. Go to Personal > Profile Settings.
Here you can obtain your API Key and paste it in Bubble.
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).
Then fill in the URL you can find in the navigation bar of the browser and the API Key you obtained from Freshdesk.
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. Because you have entered specific user data for this configuration, it will normally also be copied to other users, what should not happen. To prevent this, you can create your own template so that all user-specific settings are placed under the correct account. You can follow the instructions in this Knowledgebase item to create your own template . 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.
View Contact
View 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)
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.
freshdesk_name
freshdesk_active
freshdesk_address
freshdesk_description
freshdesk_email
freshdesk_contact_id
freshdesk_job_title
freshdesk_language
freshdesk_mobile
freshdesk_contact_name
freshdesk_phone
freshdesk_time_zone
freshdesk_twitter_id
freshdesk_facebook_id
freshdesk_external_id
freshdesk_contact_created_at
freshdesk_contact_updated_at
freshdesk_company_id
freshdesk_unique_external_id
freshdesk_company_name
freshdesk_note
freshdesk_domains
freshdesk_company_created_at
freshdesk_company_updated_at
freshdesk_health_score
freshdesk_account_tier
freshdesk_renewal_date
freshdesk_industry