Red Cactus Integration

Integrating Red Cactus with TimeWise allows you to streamline your CRM processes, automate tasks, and improve customer interactions. This guide will walk you through the steps to connect Red Cactus and activate its features in your workflow.

Why Integrate Red Cactus?

With the Red Cactus integration, you can:

• Automate CRM Workflows: Automatically create and manage tasks.
• Enhance Customer Management: Access customer data directly within TimeWise.
• Boost Productivity: Minimize manual input and focus on high-value activities.

Setting Up the Integration

Follow these steps to set up the Red Cactus integration:

Step 1: Access Red Cactus Resources

To get started, ensure you have access to the necessary Red Cactus resources:

• Product Page: Red Cactus Marketplace
• Knowledge Base: Red Cactus Wiki

Step 2: Connect Bubble to Plainwise

1. Log in to your Red Cactus Admin Portal.
2. Navigate to Bubble > CRM Connectors > Plainwise.
3. Copy the Plainwise Webhook URL.

Step 3: Activate Plainwise in Bubble

1. Log in to the Plainwise Portal with an Admin account.
2. Go to Admin > Integrations.
3. Paste the copied webhook URL into the Red Cactus integration settings.
4. Save your changes.

Once the webhook is activated, the Bubble button in your tasks will become visible and ready to use.

Step 4: Enable the CRM Connector in Bubble

1. In the Red Cactus Bubble app, enable the CRM Connector for each user.
2. Verify that the integration is active and tasks are syncing correctly.

Managing Red Cactus Integration

After setup, you can:

• View and manage tasks directly within the TimeWise dashboard.
• Automatically log and synchronize customer interactions.
• Access real-time data for better decision-making.

Troubleshooting

If you encounter any issues:

• Check that the webhook URL is correctly configured in both Red Cactus and Plainwise.
• Ensure the CRM Connector is enabled for the correct users.
• Visit the Troubleshooting page for common issues or contact support.

Next Steps

With the Red Cactus integration in place, explore its features to maximize your CRM efficiency. If you’re ready to set up more integrations, return to the Integrations Introduction page.

Need help? Our support team is ready to assist!