Configuration in CRM application
You need to copy the API secret( Client ID)from ResalePartners portal. Go to Beheer > Mijn Details > Details > Details. Then copy the API Secret.
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 Portal Url, Client ID (=API secret from previous step) and your account credentials. You are now ready to configure the Notifications.
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.
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.