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This Guide describes main points of HubSpot Integration usage, including contacts management and logging activities (inbound, outbound calls; conferences). Other x-bees documentation: x-bees partner program documentation. Created: February 2022 Updated: January 2023 Permalink: https://wildix.atlassian.net/wiki/x/KBPOAQ |
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- Create Task (To-Do/ Call/ Email)
- Log Activity (Call/ Email/ Meeting)
HubSpot Starting from x-bees v. 1.6.1.326902, HubSpot record (Contact/ Task) is assigned to the x-bees user who created it, if the user has a HubSpot account with the same email address as in x-bees.
Inbound and outbound calls via PBX and conferences are automatically logged for all HubSpot contacts that have a match and are displayed in HubSpot as completed tasks.
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