Manual - Zoom
Contents:
Configuration in Bubble Software
Notes:
- This integration only works with Zoom Phone.
- The email address of the users used in Zoom must match the email address used in Bubble.
Authorize the App
Authorization is performed organization-wide by a Zoom admin.
- Log in to the Bubble Webportal.
- Navigate to: My Account → Bubble → Phone Connectors → Zoom
- Click Authorize.
- You will be redirected to Zoom to approve the requested permissions.
- Approve the authorization request.
Once authorized, the users of that organisation can use the Zoom integration in Bubble.
If you encounter issues during authorization or configuration, refer to the FAQ section
The following sections provide additional details for the Bubble Zoom integration:
Configuration in Bubble Software
In the Bubble software, go to Phone Connectors and activate the phone connector by turning on the slider.
No additional authentication is required for end users.
The connector works automatically as long as:
- The Zoom app was authorized by an admin
- The Bubble user email matches the Zoom user email
Features
Pop-up type-
Bubble pop-up
Make use of the pop-up that Bubble triggers by incoming calls.
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Supported via telephony platform
Transcriptions are generated by the telephony platform itself and written via Bubble into the connected CRM (if supported).
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Inbound events
This allows Bubble to show data for incoming calls.
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Outbound events
This allows Bubble to show data for outgoing calls.
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Transfered events
Bubble also displays the data on transferred calls.
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External number (inbound)
The $external_number parameter is available for inbound call events.
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External number (outbound)
The $external_number parameter is available for outbound call events.
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Admin account required
Authentication based on an account with admin rights is required to activate the integration
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Company based
This telephone system supports company-level authentication. It is only necessary to add the internal phonenumbers/extensions to the user(s) in the partner portal.
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Clone template
A template must be used when cloning profiles because user authorization takes place, which cannot be cloned.
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Bubble Desktop
bble is installed on each user/workstation and runs locally on the user's computer.
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Bubble Cloud
Bubble is hosted in the cloud, so no local installation is required. Note: This option requires the Bubble Cloud add-on license. For cloud hosting, it is always necessary for our cloud IP addresses to have access to the CRM/telephony environment.
How to get support?
If you need help with the Bubble Zoom Phone Integration, the information below explains how to contact support and access resources.
Contact your partner
For configuration, onboarding, and general support, please contact your certified Bubble partner.
Find partners here.
Documentation
Click here to view the Zoom Phone integration guide.
Need a Bubble license?
Request a free 30-day trial through one of our partners, the full list can be found here.
Contact supplier
For partners who would need to contact us:
Create ticket: https://www.redcactus.cloud/en/contact
Email: support@redcactus.cloud
Phone:
Dutch: +31113405065
English: +443302367088
Hours: Monday - Friday, 08:30 - 17:00 CET
First Response SLA: Within 3 business days
How to remove the app?
Removing the App
The Bubble Zoom integration can be removed at any time by a Zoom admin.
Remove from Zoom
- Log in to your Zoom account.
- Go to the Zoom App Marketplace.
- Navigate to Manage → Added Apps.
- Select Bubble.
- Click Remove.
Implications of removal
- Bubble immediately loses access to Zoom.
- Zoom Phone events are no longer sent to Bubble.
- Zoom-related functionality in Bubble stops working.
Data handling after removal
- Bubble does not store Zoom call data or recordings.
- Bubble stores Zoom account IDs and OAuth tokens created during authorization.
- The autorisation (OAuth tokens) must be manually removed in the Bubble Webportal:
My Account → Bubble → Phone Connectors → Zoom
How to use the app?
Prerequisites
Administrator (Zoom Admin)
- Zoom app authorized at organization level
End User
- Zoom Phone enabled on the Zoom account
- Zoom Phone connector activated for the user in Bubble
- Zoom user email matches the Bubble user email
Overview
When the Zoom Phone connector is enabled, Bubble receives Zoom Phone call events and enriches them with data from an enabled CRM connector. This allows users to identify callers, interact with customer records, and store call-related information in the CRM during and after calls.
Incoming & Outgoing Call Identification
When a user makes or receives a Zoom Phone call, Bubble uses the phone event to look up related customer information via the enabled CRM connector. This allows the user to immediately see who is calling.
CRM Interaction During a Call
During an active call, users can interact with CRM-related actions directly from Bubble.
- Users can navigate to the customer record
- Custom buttons can be used to:
- Create callback notes
- Trigger CRM-related actions
- Actions are linked to the active call context
- Want to know what is available for your specific CRM? See the Marketplace
Call Notes and CRM Logging
Users can write call notes during a call and automatically store them in the connected CRM once the call ends.
AI Transcription Handling
If Zoom AI transcriptions are enabled, call transcriptions can be reviewed and adjusted in Bubble before being sent to the CRM.