Windows (8,10 en 11)
||Bubble version 2
||Bubble version 3
macOS (vanaf High Sierra 10.13)
||Bubble version 2
||Bubble version 3
The software can be downloaded from the partner portal. See for full descriptionPartner Portal> Software in the knowledge base or go directly to the download page via the button below:
In order not to inconvenience your end customer, it is possible to configure the Red Cactus software from your own PC. Login with the credentials you have created for the user, configure Bubble and then save the profile. You save it under Backup & Restore. Give the profile a recognizable name by double clicking on the line that is already there.
Then tick Synchronize profile with server at. As soon as the end user logs in to his or her PC for the first time, they can click on the profile you have created and all settings are automatically loaded after which they can use it immediately. Tip: give the user a temporary password in the partner portal to be able to log in under that user. Do not forget to remove it afterwards.
Click on the desired telephone connector by double clicking on it. See for full description Partner Portal> PBX in the knowledge base.
It is possible to simulate a call, without having connected a telephony system, with the Test Connector. This functionality can be found in the software via Phone Connectors> TestConnector. Double click on the TestConnector to activate it. Enter the phone number at number which corresponds to the number in the CRM- ERP- software. Optionally you can give a Name at Caller Name (not necessary) and indicate whether it is an incoming or outgoing call at Call direction. To start the call, click Fake Random Call. The option will then appear Answer call and end call to simulate a full call flow.
Click on the desired CRM- ERP- connector by double-clicking it under CRM Connectors . See for full descriptionKnowledge base> CRM Integrations in the knowledge base.
It is possible to have multiple CRM- ERP- connectors activated under a user. In case of a call, standard the top active connector will be looked at first. If the data of the caller or called party does not exist, the next active connector is looked at. You can use the arrows at the top to rearrange the order of the active connectors.
Disable sequence functionality
It is also possible to have both CRM- ERP- integrations show data in the pop-up at the same time during a call, so that ou do not use a sequence. Go to Settings > CRM > Stop lookup after first match and disable this functionality.
Within Application the following tools are available:
- Software Version
- Bubble Connection Status
From this window it is possible to view the current software version and update it manually by pressing the check button.
Bubble Connection Status
A Connection Status Check has been built in to provide good support in the event of any calamities. If there are no green checks here but red crosses, the cause is usually the firewall is blocking something. See for full descriptionPartner Portal> Installation in the knowledge base.
Can’t figure it out yourself and do you need support from us? Then we ask you to click on Send Diagnostics, give a short description of the problem and the check mark Upload Log files so that we have all the information we need to support you.
In the changelog you can read the release notes for each software version.
The content of the pop-up can be composed entirely according to your wishes underNotifications> Notification Content. This works with dynamic parameters (variables). All useful variables can be found via the button legend. The variables can come from Bubble, the telephone connector that is activated and the selected CRM-ERP- software. The list of variables is automatically completed with the available variables from a CRM- ERP- software connetor after it has been activated. The variable you want to use is easy to copy by clicking on the copy function before the line and then pasting it.
Type in the field Notification Content what you want to show, for example ‘number’ and put the correct variable behind it (for example $number). If the number is recognized during a call, the variable will automatically change to the correct customer data.
Last Called Feature
It is possible to make visible which Bubble user last attempted to call the number of the caller, which can be useful if the person calls back but does not know which colleague could have called him or she. You use the following variables for this:
Last contact with: $last_call_user
By date: $last_call_datetime
In order to display this data, Red Cactus stores the user’s recent call history. If a user does not want this data to be saved, you can deactivate this function under Settings> Synchronize ‘last call’ information with the Bubble Cloud> uncheck.
As indicated, the variables will automatically appear in the list below legend after activating a CRM- ERP- software connector. The exception to this is if you connect through a database connection (e.g. MySQL, Microsoft SQL, ODBC) or the HTTP Requester (Get, Put, Post request). A supplier of the relevant CRM- ERP- software can supply a list of column names in the database that can be used. In the Notification Content field, put a dollar sign ( $ ) in front of the variable.
To get an impression of what the pop-up will look like during configuration, you can click on the button Show Example .
In the pop-up you can create a maximum of 4 buttons underNotifications> Actions Buttons . You can create the following buttons:
- CRM- ERP specific
- Custom action
- Call Control (3 variants)
- Copy to clipboard
- Send email
CRM- ERP specific
As soon as a CRM- ERP- connector has been activated under CRM Connectors, the possibilities of that specific CRM- ERP- software will immediately appear when a button is created. An example of this is Autotask, where Autotask offers the following options to activate under a button:
- View Contact
- View Company
- View Dashboard
- Create Ticket
After activating a button you have the option to change the name of the button, see screenshot. After every adjustment or activation, click on save.
It is also possible to create a button yourself that opens whatever you want. For example, in the action field you can place any URL that will be opened when you click the button in the pop-up. The use of variables is also possible here (see tab Pop-up content> legend). An example of an action URL is https://example.nl/%number, which ensures that during a telephone call the URL changes to https://example.nl/31113405065.
Call Control from telephony platform
Provided the telephony system to be linked supports this, you have the option of activating the Call Control function. After activation, the user has a button in the pop-up with which they can accept and/or end the call.
Call Control Microsoft Teams
If Microsoft Teams is linked to a telephony environment as a device (eg with the Call2Teams license), the pop-up of Microsoft Teams with the answer button always appears in the background. Not useful if several applications are open that have to be minimized before a call can be answered. With Bubble’s Microsoft Teams Call Control button, that is a thing of the past and a call can be answered directly from Bubble.
Call Control universal
There is also a universal Call Control button available where hotkeys can be configured. This is useful for applications such as CounterPath’s Bria softphone or any other application that can be controlled with hotkeys.
Copy to clipboard
If the user wants to be able to copy something immediately with 1 push of a button, you can activate the Copy to Clipboard function. Think, for example, of a specific number such as the debtor number, policy number, etc. that they use in another application that is not linked to Bubble. The parameters you can select correspond to the variables found under Legend. Again, you can give the button a name yourself.
The Send Email button can be used to send an email based on a predefined template. Most users have set this button as a callback request for a colleague. For configuring you can also use the variables listed under legend to stand. The button will open a new email with the information the user wants already in it. Think of company name, contact person, telephone number, etc.
You can also use this function for external communication, for example to send an e-mail directly to the caller.
Various settings of the pop-up are possible:
- Enable popups
- Call Direction
- Pop up Position
For some CRM- ERP- software connectors it is not necessary to use the Bubble pop-up as well. These are applications that have their own built-in pop-up, such as Realworks. Bubble then ensures that the pop-up of this specific software application is called.
Determine whether the user only sees pop-ups on incoming, outgoing, or both.
If the user works with multiple screens, you can use this function to determine on which screen the pop-up should be visible.
By default, the pop-up always appears at the bottom right. If the user wants to have this adjusted, it is possible to place the pop-up in the following positions by default:
- Top left
- Bottom left side
- Top right
- Bottom right
The pop-up will remain during a phone call unless the autohide feature is activated. With the feature activated, the popup may disappear after:
- 5 seconds
- 15 seconds
- 30 seconds
- 1 minute
- 2 minutes
- 5 minutes
By default, the Bubble software is equipped with the click & call function (not web browser specific!). Immediately at startup you will receive a message that you can activate the function.
If you skipped this step, you can still activate it under Settings> Click to Dial > Tick Enable. In the next screen, choose the Bubble app. Bubble supports the following protocols:
- phone: (default)
If you want to set a protocol other than tel: search Windows for Default Apps and then choose Default Apps by Protocol to change this.
By default, the Bubble software is equipped with the click & call function (not web browser specific!). In Bubble you can activate it under Settings> Click to Dial > Tick Enable. Bubble supports the following protocols:
- tel: (standard)
On the Apple device you must indicate that you want to use Bubble as the default program. Because it’s not a standard functionality in the macOS operating system, you need to install the Swift Default Apps program for this.
* Please note, this isn’t Red Cactus software and therefore we do not give support on it.
Then on the Apple device to System Preferences > click on SwiftDefaultApps.
Click on the tab URI Schemes > search for Tel > click on Bubble.app
Click&Call in Chrome and Edge webbrowser
An annoying attribute of the Chrome and the Edge webbrowser is that by default an intermediate step appears when clicking on a telephone number, before the call is actually set up.
This can be prevented by making an adjustment in your registry (Windows) or in your terminal (macOS).
Click here to have the customization done automatically by downloading our configuration file. First, extract the Zip file. Then double click on the file Chrome-Edge_enable_click_to_dial. Then click on a phone number again, select Bubble and activate Bubble as in the image below. Then close all open web browsers, restart and it works.
Go to terminal and enter the following commands:
defaults write com.google.Chrome URLAllowlist -array-add -string ‘tel://*’
defaults write com.google.Chrome URLAllowlist -array-add -string ‘callto://*’
defaults write com.google.Chrome ClickToCallEnabled -bool false
Then click on a phone number again, select Bubble and activate Bubble as in the image below. Then close all open web browsers, restart and it works.
By default, the Bubble software is equipped with the select & call function which can be useful with local software programs where no click & call function is supported. You can activate this function under Settings> Click to Dial and select the key you want to configure as a call key by clicking the field and pressing the key of your choice.
This functionality is not supported for macOS.
If you do not want to generate pop-ups with an internal call from a colleague, you can disable the function under Settings> CRM> uncheck
The ‘stop lookup after first match’ function is described under CRM Connectors.
Right-clicking on the Bubble logo in the taskbar will bring up the screen as shown below with the following functions:
- Show> opens Bubble . settings screen
- Show last call> here you can reopen popups from previous conversations
- Instance> if you have multiple accounts active you can switch accounts here
- Mute App> with this you can temporarily deactivate the pop-up function
- Exit> close Bubble