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How to Use Integrations Hub

How to Use Integrations Hub

This guide explains how to use Integrations Hub to integrate Wildix communications solutions with a range of CRM systems.

List of supported CRMs and services: https://marketplace.wildix.dev/en.

Created: July 2025

Updated: December 2025

Permalink: https://wildix.atlassian.net/wiki/x/AYAkU

Introduction

Wildix Integrations Hub allows to integrate Wildix communications solutions with a wide range of CRM systems and ensure faster, smarter, and more efficient workflows. With Redcactus as a bridge, you gain scalable CRM compatibility, improved customer interactions, and easy setup.

You can view the list of CRM systems and business applications available for integration through the Integrations Hub here. 

Requirements 

  • WMS 7.03 or higher

  • CLASSOUND service

  • UC-Business/ x-bees Standard subscription plan or higher

Features

The features may vary depending on the CRM systems you are connecting, but generally include incoming/ outgoing call pop-ups, dialler, contact lookup, adding call notes.

Setup Instructions 

Step 1. Activate the Integration in WMS

  1. Go to WMS -> PBX -> Integrations -> Cloud integrations tab

  2. Click on the Integrations Hub

integrations-hub.jpg

  1. Click Install:

integrations-hub-install.png

  1. Enter necessary details: city, postal code, country and address (optional):

install-integrations-hub-provide-details.png

  1. Integration gets installed. After this, you need to add users:

integrations-hub-add-user.png

  1. Choose user. User's details, including email, extension, PBX serial get filled out automatically:

add-new-user-integrations-hub.jpg

  1. Leave the Password field empty (1) and enable the toggle in front of Send Welcome Email field (2) to let user set their password by their own:

integrations-hub-send-welcome-email.png

Note: If a user has not used the Bubble app for more than a week by the end of the month, the user may be deactivated. To reactivate the user:

1. Go to WMS -> PBX -> Integrations -> Cloud integrations -> Integrations Hub

2. In the Users section, find the necessary user and click Edit:

3. Enable the Active toggle and click Update User:

The user gets activated.

Note: When you activate Integrations Hub, a Webhook integration gets added automatically. Please do not disable or delete it.

webhook-integration-added.png

Step 2. Set Up Bubble App

  1. When a new user is added on the Integrations Hub in WMS, user gets an email and can set a password:

red-cactus-email.jpg

  1. Enter the same email registered in WMS for this user and click Send password reset link:

setting-password-enter-email.jpg

  1. Click on the password reset link in the email and create a password:

create-password-in-bubble.png

  1. Once you set the password, login to the Red Cactus portal and install the Bubble app. For this, in the Latest Software Releases section on the Home page choose the Bubble app for your platform (Windows or MacOS) and click on the Download icon:

download-bubble.png

  1. Install the Bubble app on your device:

  1. Open the Bubble app and sign in:

sign-in-to-bubble-app.png

  1. In the Bubble app, navigate to the Phone Connectors tab. Wildix phone connector should be enabled by default:

bubble-phone-connectors-tab.png

  1. Make sure the option Remote Party Update (essential for contact lookup) is enabled and press Save:

remote-party-update.png

Note: In case the option is not displayed, open any other phone connector, then return to Wildix. Disable and re-enable it. After that, "Remote Party Update" setting should appear. 

  1. Then, navigate to the CRM Connectors tab: 

crm-connectors-tab.png

  1. Find the necessary CRM and enable it:

bubble-enable-crm-integration.png

  1. After enabling the CRM connector, it moves to the top of the list, with some settings options and/ or authorization button on the right, to activate the CRM connector:

bubble-crm-connector-settings.png

Note: Depending on the CRM chosen, activation instructions may be different. You can find the instructions in Bubble Webportal:

Proceed to Knowledge Base -> Bubble -> CRM Connectors:

Important: To set up some of the CRM Connectors (see the list below), it is necessary to request Wildix Team to get admin role access within Redcactus. For this, please open Tech Support ticket indicating the email of the user who has to be assigned the admin role and the Company ID. Company ID can be copied from WMS -> PBX -> Integrations -> Cloud Integrations -> Integrations Hub -> Company Information -> Company ID field:  

CRM Connectors that require admin role access to Redcactus: Autotask, Booking Experts, Bromcom, Fox Contact, HiX, Kolibri, Medicom, Mijn Zorgcentraal, MINDD, Pharmacom, Plainwise, Sanday Apotheek, Sanday Huisarts, TeleQ, Think Healthcare EMIS, Think Healthcare TPP SystmOne. The list of CRM connectors is subject to change by Redactus.

Once admin role is assigned:

  1. Log in to Redcactus portal -> My Account -> Bubble -> CRM Connectors

  2. Choose the necessary CRM Connector and enter credentials to access this CRM

The CRM Connector gets enabled globally for all users. 

Among CRM Connectors Bubble also offers the SQL connector, which lets Bubble access and update data directly from your SQL database:

You can view detailed instructions in Bubble Knowledge Base -> Bubble -> CRM Connectors -> SQL Connector.

How to Use the Integration 

Note: x-bees/ Collaboration/ Collaboration 7 tab should be open for the integration to work.

Call pop-up

When there is an incoming call, Bubble app pop-up appears, where you can accept or decline the call:

Note: Bubble pop-up is displayed on the primary screen. You can manage the pop-up preferred position and some other settings in Bubble app -> Notifications -> Pop-up settings section:

Also, it is possible to customize the notification content (2) and add buttons (2), e.g. View Contact, Create Contact, Send email, etc.:

For more details, please refer to Bubble Knowledge Base -> Bubble Desktop -> the pages:

You can manage the call via the Bubble pop-up after the call was answered: 

 

Call History

You can access history of calls by clicking on the Call History at the top bar of the Bubble app:

call-history-bubble.png

You can also open Bubble Call History via the menu bar:

On the Call History you can view call direction (incoming/outgoing), if the call was answered or not, date and time, duration, call notes and a phone icon, which allows to make a call via History. 

Note: For more information about Call History in Bubble, check out Bubble Knowledge Base -> Bubble Desktop -> Call History page.

Search Bar

Click on the Search Bar at the top of the Bubble app:

In the search results you can see Contact name, phone number, email, as well as possibility to call the contact clicking on the phone icon: 

Note:

  • Only contacts with whom a call has previously taken place are shown in the search results.

  • For more information about Call History in Bubble, check out Bubble Knowledge Base -> Bubble Desktop -> Search Bar.

Speed Dial

To initiate a call via Bubble app, click Remote Dialer at the top: 

Enter the phone number and click Start Call:

Note: For more information about Call History in Bubble, check out Bubble Knowledge Base -> Bubble Desktop -> Remote Dialer page.

Enable Call Summary

You can enable the option to attach call summaries to a CRM via Integration Hub. Once a call ends, a transcript is generated, and a call summary is automatically created and added to the CRM. See more details in the documentation How to enable Call Summary for Integrations Hub.