The database administrator needs to create a database account with read permissions for the database you want to query.
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).
Note: when using the MS SQL database, please make sure you are using SQL server authentication. Windows authentication is not supported. Also disable the checkbox "User must change password at next login.".
Build your own query to retrieve data from your table(s). In the query it is possible to specify the $number and other $number-notations (see Legend). If the checkmark 'Try different number notations for $number' is enabled, Bubble will run the query multiple times for all number notations that are generated.
In the example above the query will run as follow:
SELECT * FROM contacts WHERE phone='$number' OR cell='$number'
SELECT * FROM contacts WHERE phone='+31612345678' OR cell='+31612345678'
SELECT * FROM contacts WHERE phone='0031612345678' OR cell='0031612345678'
SELECT * FROM contacts WHERE phone='0612345678' OR cell='0612345678'
SELECT * FROM contacts WHERE phone='06 12345678' OR cell='06 12345678'
and a few more...
All results will be merged in a multi-result popup.
Microsoft Access. You need to install the Microsoft Access ODBC driver.
Provider=Microsoft.ACE.OLEDB.12.0;Data Source=C:\my_database_file.accdb;Jet OLEDB:Database Password=MyDbPassword;
SELECT * FROM contacts WHERE nummer = '$number'
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)
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.
All data from the database