How To Build A CRM Like Salesforce With No-Code Using Bubble (2024 Flexbox)

[@nman0712]

It's a really good lesson, when you are able to follow on while listening and working on your own CRM, without having to keep looking back at the vid most of times. Cheers

[@BuildingWithBubble]

Glad it could help ✌

[@OskarVanhove]

Thanks for teaching me, its good that you also start with a good database structure and explain that from the beginning. Much appreciated!

[@BuildingWithBubble]

Appreciate it 🙏 And back when I built my first app in Bubble, I made the mistake of not taking the time to properly set up the database. I'll certainly never make that mistake again 😅

[@farahal8928]

Thank you for this great tutorial, if not all the repeating groups/fields showing in preview mode, why do you think is that ?

[@BuildingWithBubble]

I'm under the impression this might be caused by a default privacy rule that's set on your user data type. If you watch from the 9:35 mark of this video, it'll explain how to remove this privacy setting: kzbin.info/www/bejne/qYXHe2SJj758ndU Let me know if this does the trick

[@MFG2738]

Is it possible to make a drag and drop work flow builder like HubSpot and go high level have ? And an opportunity pipeline?

[@Mohamed-Jafaal]

The Guy made me loved with bubble Thank You sir

[@BuildingWithBubble]

My pleasure 🙏

[@AbdulAhad-gm2pd]

I Subscribed because the button was glowing, and the content is great too

[@BuildingWithBubble]

Appreciate it 🙏

[@marcusluft3046]

Fantastic video. Thank you! Does your course on this topic cover how to create follow up schedules for your leads that tell the sales person who to contact every day?

[@BuildingWithBubble]

Glad it could help! And good question. Unfortunately, I don't cover a feature like that within the full course. You can see what's included on the landing page of the course if you click the link in the description of this video.

[@beaur1270]

I also have 'Data source should be Customer but right now it's a List of Customers' what does this mean??

[@rhyshughes9942]

It's a great video. One thing I don't get about bubble is the best way to present data. For example, to make your table, you created two groups, made a header statically, then made a repeating group to match the header, styled them both near identically. Isn't there just a way to present the database from the backend in as one element? The current approach seems non robust, as the header/body of the table is not linked.

[@BuildingWithBubble]

Good question. Since publishing this tutorial, Bubble released a dedicated table element that can do exactly what you're looking for. I'd recommend checking this out here: bubble.io/blog/table-element/

[@zeshanbaig000]

Its was really great tutorial, much appreciated.great work. when is next part coming ?

[@BuildingWithBubble]

Appreciate it! And you can get access to the full course through the description in the video 👍

[@miggroup5557]

Hello..nice tut...I am looking into building a CRM ERP for a specific industry. Would love to know more...

[@BuildingWithBubble]

Thanks! And you can get access to the full course through the link in the description 👍

[@Nova-m8d]

How did you get Bruce Wayne's unlisted phone number?

[@BuildingWithBubble]

Bruce Wayne and I go way back 😉

[@fariady]

Hi, is your udemy course and your website course the same ? thanks

[@BuildingWithBubble]

Good question! These courses aren't the same. My Udemy courses were originally recorded back in 2021, whereas all of the courses on my website are the updated version. Hope this helps!

[@komolafemichael2402]

hello i love your content i would love to know of your paid course is different from this one you uploaded on youtube

[@BuildingWithBubble]

Hey, great question! When I create a full course, they're typically 10hrs in length. I upload the first few hours of each course to KZbin for free - just like this video. This gives everyone a chance to not only see my teaching style, but also get a good idea for what we create. Hope this helps!

[@marcodeheus9652]

Great tutorial 👍🏻

[@BuildingWithBubble]

Genuinely appreciate it 🙏

[@MuhammadMustaqim-qy6jd]

great tutorial. can i use this tutorial to make a SaaS project?

[@BuildingWithBubble]

Thanks! And yes, absolutely 👍

[@simon5983]

That's a great tutorial! Just a question, it is to possible then to sell access to the CRM for different company? I mean, Like Salesforce doing it, Hubspot etc... ?

[@BuildingWithBubble]

Thanks! And yes, this is definitely possible 👌

[@dimitrilucy]

Hi, great tutorial ! Very clear ! Do you think if it's possible to use xano as database ? User registration and all datas in xano

[@BuildingWithBubble]

Thanks! And while I've personally never used Xano as a backend, I'm sure you could create an integration with their platform for a product like this.

[@beaur1270]

Hi, I followed up to the point where we can create a customer account. After running the demo account and testing 'creating customers', nothing gets shown when adding the customer? Please help! thanks

[@BuildingWithBubble]

I'm under the impression this might be caused by a default privacy setting that Bubble recently added to the user data type. If you watch from the 9:35 mark of this video, it'll explain how to remove this privacy setting: support.google.com/chrome/answer/10538231?hl=en Hope this helps!

[@KatieLocated]

Are you able to “hide” the list of clients and just have it be a database that team members can search to see if it returns a customer that one of the other team members is already in contact with?

[@BuildingWithBubble]

Yes, this would be possible. You'd just need to create a condition on the repeating group that updates the data source based on what search a team member performs.

[@iiEcho1]

Brilliant video one issue I have building crms is uploading clients in csvs format and bubble has only 100 row limit if you know how to bypass this limit either through a third party API please let me know and I am sure the no code community would love a video on this in the future

[@BuildingWithBubble]

Great question. I personally haven't found a workaround for this, but I'd be happy to do some searching, then create a tutorial for this

[@iiEcho1]

@@BuildingWithBubble I am currently trying to use 1t csv uploader plugin by eli but failing to send the data to the data type I have my contacts in I have set up back end work flows and got it to the point where the csv are in the file manager this may be a good place to start

[@luisg9541]

is the way this database is setup still relevant after the pricing plan update? If I want to build a CRM for multiple companies at once wouldn't the workload be insufficient?

[@BuildingWithBubble]

Yes, this is still the way I'd structure the database, even after the change to WU 👍

[@Advicefromthegreats637]

appreciate this mate

[@BuildingWithBubble]

Not a problem. I've got you 🙌

[@MFG2738]

Will my crm work on mobile devices okay and be responsive for mobile ?

[@BuildingWithBubble]

Absolutely 👌 Everything I build in this tutorial is responsive across all device sizes.

[@thebas2560]

Help!!!! When I try to do this my text elemt is super faded. Can't figure out why??

[@BuildingWithBubble]

I'd recommend just checking the opacity of your text. If it's faded, it might be because you have the opacity set low

[@AndrewWong-m8c]

After i created the filter i went to test it and any time i click on the account name section it closes the filter. how can i fix this?

[@BuildingWithBubble]

That does seem strange. Happy to help. If you're still having the issue, feel free to shoot me an email ([e-mail]) with a link to your Bubble editor. I can jump in and see what might be causing the issue

[@nandhu7039]

Hello, I'm encountering an issue where newly entered data isn't displaying in the repeating group. What could be causing this problem? Could you assist me in resolving it?

[@nandhu7039]

I fixed my self, Now I'm facing another issue account owner is not displaying what could an issue? Thanks in advance

[@BuildingWithBubble]

​@@nandhu7039 Happy to help. Could you double-check to see if you have any privacy rules applied to your user data type

[@Ebuebu1234]

@nandhu7039 i am having the same problem, can you tell me the solution

[@ArtisanTV]

Out of curiosity while i'm building this out and following the steps, the account owner doesnt pop up in the field when I do an example for the CRM. Is this a log in issue or something I'm doing wrong?

[@BuildingWithBubble]

Happy to help. You're right. If you're not currently logged in as a user, it won't be able to store anyone as the account owner.

[@tobibolumole5269]

​@@BuildingWithBubblehow is someone able to login as a user if i may ask?

[@BuildingWithBubble]

@@tobibolumole5269 Good question. This video covers this in full detail: kzbin.info/www/bejne/boSYd4dsmq96gac

[@LenninValerio]

Hello, thanks for the content you share, it's great. Please, although they are similar tools... can you make a Pipedrive clone? Thanks again for sharing so much value.

[@BuildingWithBubble]

Glad it could help! And I'd be happy to add a Pipedirve clone to my list. Are there any specific features you'd be looking to see that are different from the Salesforce clone?

[@donovancotter]

Is there a limit to how many records the Bubble database can hold? A Salesforce clone that is a SaaS where each user has thousands of records would build up quickly.

[@BuildingWithBubble]

While Bubble does cap how many database entries you can have across each of their plans, there isn't a total limit to how many entries you can have. It's also possible to integrate Bubble with a third-party database like Xano or Firebase at any point in time. Hope this helps!

[@philipchelala7003]

Is bubble capable of building a debt collection software?

[@BuildingWithBubble]

This could be possible. You'd have to look at using an integration with a service like Plaid to take funds from a users account. Hope this helps.

[@kyshaunlewis6450]

y'all I'm stuck once i click create customer , it comes off the screen but doesn't create a customer replayed the video a couple times and everything seems to be together. Any suggestions?

[@BuildingWithBubble]

Hey, happy to help. Feel free to shoot me an email ([e-mail]) with a link to your Bubble editor so I can check out what might be causing the issue.

[@kyshaunlewis6450]

@@BuildingWithBubble Thank you, really appreciate it - I found the reason, it’s stupid actually, I wasn’t logged in

[@BuildingWithBubble]

@@kyshaunlewis6450 We've all been there! Glad you found a fix

[@justinkeltch7486]

@@BuildingWithBubble I am having the same issue. but I don't see where to log in. The customer entry pops up I enter data and it is in the database?

[@BuildingWithBubble]

@@justinkeltch7486 Yes, whenever a user is registered in your app, their details will be stored in your database. To view this data, you can open your data tab, then select the 'app data' menu. From here, click on your user data type, then you'll see a list of all the users who have an account in your app. If you're like to quickly run a preview of your app logged in as a user, you can click the 'run as' option next to the users email. Hope this helps!

[@carregaudrugs]

1:27:28 n

[@shaaqibmansuri8078]

Is this made with free bubble account?

[@BuildingWithBubble]

You bet!

[@gedwardnelson]

What is Flexbox?

[@BuildingWithBubble]

Great question. Flexbox is Bubble's updated responsive engine. To put it simply, it's a way in which you can design your app to make it fully responsive across all devices. Hope this helps!

[@gedwardnelson]

@@BuildingWithBubble got it. Thanks!

[@akinolaakintunde6522]

I'm having issues with this, after clicking on Create Customer nothing display and I have go over the tutorial all over again I'm actually dedicating all my resources to following because I want to build a career on bubble I will be glad if you can help me out

[@akinolaakintunde6522]

@@AC-hk6gb No, I couldn't finish the course due to the issue

[@jamiemurphy6341]

having the same issue, customer data is being stored in the database but its not visually displaying in the CRM repeating group. Also tried this through "run as" an admin user login I created, same problem persists!

[@jamiemurphy6341]

figured it out, once I completed the create filter stage of this tutorial the data started populating the CRM, seems like its just a weird glitch from bubble

[@akinolaakintunde6522]

@@jamiemurphy6341 Same here thanks

[@ki001]

The constraint should just be - created by current user in the Repeating Group. The data displays….

[@igotideas3527]

Please build a GoHighLevel clone

[@BuildingWithBubble]

Happy to add this one to my list. Are there any particular features you'd like to see me cover?

[@igotideas3527]

@@BuildingWithBubble Thanks for your reply Brother appreciated. Is there any way we could build a funnel or a landing page builder on a bubble?

[@BuildingWithBubble]

@@igotideas3527 Yes, this is possible with Bubble 👌

[@igotideas3527]

@@BuildingWithBubble Please make a video on that bro.

[@plugk3557]

day 47 of asking to make one for pinterest pls

[@BuildingWithBubble]

It's on the list 😅 Doing my best to work through all of the requests!

[@plugk3557]

@@BuildingWithBubble no problem thanks