Functionality
Bubble Functionality Summary
Pop-up Notification
Instantly see all customer information on an incoming, outgoing and transferred call.
SearchBar
Search directly in CRM contacts, open a customer card or send a message.
Click&Call
Start a phone call with 1 click from your CRM or any website.
Call Logging
Automatic capture of call information directly into your CRM under the customer card.
Conversation Note
Take notes immediately so that all information is visible to your colleagues within your CRM
Call History
Instantly see when and which colleagues the caller has previously spoken to.
Bubble functionality overview
Note: Features shown may vary by CRM or telephony platform. Wondering what exactly is possible with your system? Check the service description on the marketplace for a complete overview of supported features.
Application Type
More information →
Bubble Desktop
Bubble Cloud
Bubble Desktop Pop-up
Bubble Gateway Integration
Bubble Third-Party API
Bubble365 Chrome Plug-in
Bubble365 Edge Plug-in
Bubble365 Teams Plug-in
Available soon
Available soon
Bubble365 Embedded CRM Apps
Bubble365 Embedded Phone Apps
Bubble365 iFrame
Bubble Desktop
Bubble Cloud
Free trial 30 days / max. 5 users
Minimum number of users
>1
>5
Activate fewer than 5 licenses? No problem - you just pay for the minimum number of 5.
Pop-up notification
Specific information per CRM →
Bubble Desktop
Bubble Cloud
Notification on incoming call
When an incoming telephone call is received, a notification with customer information appears immediately. You can turn this off via settings if you wish.
Notification on outgoing call
A notification with customer information appears immediately upon an outgoing telephone call. You can turn this off through the settings if you wish.
Notification on transferred call
On a transferred telephone call, a notification appears immediately with customer information.
Fully customizable notification title
Notification title fully customizable with data from your CRM, allowing you to control what information is displayed.
Fully customizable notification content
Notification fully customizable with data from your CRM, allowing you to control what information is displayed.
Call Control
With call control, you can instantly answer, end, transfer or pause a call.
Call Control shortcuts
A universal Call Control button is also available on which hotkeys can be set. This is useful for applications that can be controlled by hotkeys.
CRM specific action buttons
Activate up to 4 buttons with actions your CRM has to offer (e.g., open relationship, start timer, etc.).
Callback request button
No more typing callback requests, just email or app the customer details directly to your colleague via a button.
E-mail button
Email a caller directly with the email button, with or without using a pre-configured template.
WhatsApp button
Use the WhatsApp button to instantly app a caller with or without using a preconfigured template.
Teams chat button
With the Teams button send a caller a chat directly with or without using a preconfigured template.
Custom action button
For specific needs, you can set up a custom button, such as for opening a specific URL, whether or not combined with certain parameters.
Trigger automations button
This button manually starts the automations you set up in the Automations module.
Copy button
With the copy function, you have a button that allows you to copy data directly to your clipboard.
Conversation note
With one click, instantly capture your call info in a note so that all information is visible to your colleagues.
Last called functionality
It is possible to visualize which Bubble user last tried to dial the caller's number. This can be useful when someone calls back but does not know which colleague called him or her. To do this, use the following variables:
Call History
Instantly see when, the call direction and which colleagues the caller has spoken to before.
Multilingual
Determine the language of the components in the pop-up by adding the words in the language of your choice.
Multi-result
When a phone number appears multiple times in your CRM, you can easily click through to the next result.
Sort result
Determine display order based on parameters when using 'multi-result'.
Timer call duration
During a phone call, a timer is visible where the call time is displayed.
Screen and position
When using multiple screens, you can control which screen and position the pop-up appears on.
Only when using the Bubble Desktop Pop-up notification.
Auto-hide
Specify whether you want the pop-up to disappear automatically after a certain time or action, or to remain visible until it closes manually.
Only when using the Bubble Desktop Pop-up notification.
Mute notifications
Don't want to see pop-ups for a while? Mute the notifications with a simple mouse click until you turn them back on.
Only when using the Bubble Desktop Pop-up notification.
Color indication at call start
Visible by change of color pop-up (from gray to green) that a call has been started.
Only when using the Bubble Desktop Pop-up notification.
Day and night mode
Support for day and night mode for maximum convenience. Easily switch between light and dark viewing.
Available only in conjunction with the Bubble365 apps.
Available only in conjunction with the Bubble365 apps.
Dial out options
Specific information per CRM →
Bubble Desktop
Bubble Cloud
Click & Call
Start a call by clicking on the phone number.
Select & call
Start a call by selecting the phone number and pressing a hotkey.
Available only in conjunction with the Bubble365 Chrome and the Bubble365 Edge Plug-in.
Copy & call
Initiate a call by copying the phone number to your clipboard, then a dial-out notification will appear for you to click on.
TAPI
Some CRM integrations only support Click&Call functionality via the outdated TAPI technology, rather than the modern Click&Call protocol. To enable click-to-dial via TAPI with these integrations, you must manually install the Bubble TAPI driver. This is available from Bubble version 3.18 and higher.
Dialer
Start a call by typing in the phone number.
Callback
With just one click, you can restart a call from previously closed pop-up notifications.
SearchBar
Specific information by CRM →
Bubble Desktop
Bubble Cloud
CRM contacts search
The Bubble SearchBar lets you search by name or phone number within your CRM contacts at lightning speed, searching all connected sources simultaneously (if supported for your platform).
Phone contacts search
The Bubble SearchBar lets you search by name or phone number within your telephony contacts (if supported for your platform) at lightning speed.
Colleague search
The Bubble SearchBar lets you search by name or phone number within Bubble profiles at lightning speed.
Realtime Contact Status function
If "Realtime Contact Status" is supported, you will see a status icon on contacts and colleagues. You can manually update your own status so colleagues know if you are available.
Customer card open button
From the search results, open the appropriate customer card directly in your CRM with a single click.
Dial out button
Dialing out has never been easier, start an outbound call directly from the search result.
Call history button
Instantly see when and with which colleagues the relationship has had previous contact.
WhatsApp button
From the search result, send the relation a WhatsApp message directly from your account.
Teams chat button
From the search result, send the relationship a Microsoft Teams chat directly from your account.
E-mail button
From the search result, send the relation an e-mail directly from your e-mail client.
Call logging
Specific information per CRM →
Bubble Desktop
Bubble Cloud
Call details and call notes in CRM
Call details and call notes are automatically recorded in the CRM under the customer card. With multiple relationships found, you can easily select which relationship the recording should be written to.
Fully customizable subject line
Customize the subject of the call log as it should be written away in your CRM.
Call logging settings
You can set whether a call should be written out manually or automatically.
Call details and call notes in Bubble
Automatically capture call details and notes in Bubble's call history.
AI transcriptions in CRM
Register AI summarized transcripts of your phone calls directly under the customer card in your CRM. With multiple relationships found, you can easily select which relationship the recording should be written to.
Available soon
Available soon
Call History
Bubble Desktop
Bubble Cloud
Overview
This module allows you to see at a glance which colleagues have been in contact with the caller in the past three months, including any call notes, date, time, duration, call direction and answer.
Retrieve notifications
Click to retrieve pop-up notifications of completed conversations to show the information again.
Automations
Bubble Desktop
Bubble Cloud
Configuring If-This-Then-That flows.
With Automations, you easily build your own If-This-Then-That flows, which allow you to still achieve customization within a generic platform like Bubble. For example, you can automatically open a customer card, run a script or communicate with external applications like Power Automate, Zapier and other integration platforms.
General
Specific information per CRM →
Bubble Desktop
Bubble Cloud
Adding different phone number formats
You can add your own phone number formats if the numbers in your CRM differ from the standard, so that calls are always linked correctly to the right contact. By default, Bubble already supports more than 20 formats.
Multiple CRM integrations active
You can have multiple CRM or ERP integrations active at the same time under one user. On a call, the top active connector is consulted first by default. If no match is found there, Bubble automatically looks at the next one. You can change the order yourself.
CRM data combined in one pop-up notification
With multiple active CRM connectors, you can show data from all systems simultaneously in the same pop-up notification. To do this, disable the "Stop searching after first match" option.
Multiple profiles active
You can configure multiple profiles under one user, each tailored to a specific purpose or work situation. This allows you to switch between profiles quickly and easily.
Compatibility
Bubble Desktop
Bubble Cloud
Windows
Windows 10 or later
Windows Server
Windows Server 2022 or later
MacOS
MacOS (Monterey) 13 or later
Linux
Chrome OS
Bubble Desktop
Bubble Cloud
License management through partner portal
License management via Reseller API
Configuration in desktop software
Configuration in web configurator
The web configurator is also available as an iframe, so you can easily integrate it into your own portals.
Available soon
Clone profiles module
With the 'Clone profiles' module in the partner portal, it is possible to roll out a configuration to all selected users at once. This means you spend as much time configuring 1 user as 1,000 at a time. To exclude specific user data, you can select a template.
Test connector
It is possible to simulate a complete call flow without a telephony system connected, using the Test Connector. This is very useful during configuration.
Legend
All available variables that you can use, for example in your pop-up notification, automatically appear in the list under 'Legend' as soon as a CRM or telephony connector is activated.
Lookup parameters
For added convenience, you can use the 'Lookup Parameters' feature. Enter a known number from your CRM or ERP application, click 'Lookup Number' and immediately see the corresponding variables with sample information from your CRM that you can use in your pop-up notification, for example.
Management and Support
Bubble Desktop
Bubble Cloud
User management via partner portal
User management via Reseller API
Cloud tenant management
In the partner portal, you can manage the Cloud tenant. Rebooting is done at the tenant level, while enabling and disabling is possible both completely and per user.
Version control
Through the partner portal, you easily manage version policies. You can set per customer whether they have access to beta versions or only use stable versions.
You can control which software version is used per user. In addition, several update policy options are configurable, giving you control over when and how updates are applied. All versions are fully backwards compatible.
Lock profile
You can lock the configuration panel for a user so that settings cannot be modified locally. With an additional option, however, you can allow users to manage their own login credentials if needed.
View profile
Through the partner portal, you can see basic profile information, including enabled telephony and CRM connectors and configuration details. This allows you to manage user profiles quickly and easily in the future.
Status profile
In the user overview of the partner portal, you can see at a glance relevant information for providing support, such as a user's active status.
Log files and debug mode
In the log files, you can view the log lines generated by Bubble. Through the partner portal, you can also put Bubble in Debug mode for additional detailed logging, which facilitates support when providing support to your client.
If you want to view the logs of another user or client, the user can easily send them using the 'Send Logs' feature in the Bubble application.
If you want to view the logs of another user or customer, you can request permission to do so through the partner portal. The user in question can then grant you temporary access.
Remote support tool
To best support Red Cactus partners, it is possible to submit a remote support request from within the applications. This allows us to temporarily watch and provide targeted help, without modifying anything without your permission.
Login
Bubble Desktop
Bubble Cloud
Single sign-on with Microsoft account
Single sign-on with Google account
Single sign-on with Apple account
Multi-factor authentication (DUO)
Multi-factor authentication (based on DUO - duo.com) - additional layer of security beyond the supported single sign-on options.
User name + password + 2FA
Access via username and password, additionally secured with 2FA