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This Guide leads you through the process of HubSpot Integration usage, starting from the installation and ending with practical examples for call placing. Updated: June 2023 Permalink: https://wildix.atlassian.net/wiki/x/6gXOAQ |
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Requirements
- x-bees:
- WMS version: 6.01 or higher
- x-bees-Standard or x-bees-SuperBee
- Collaboration:
- WMS version: 5.01 or higher
- Wildix UC-Business or UC-Premium license
- (For some countries) HubSpot Sales Hub or Service Hub license
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- After re-login, it is required to refresh HubSpot page in order to place calls
Possible to select an active device for further calls only after completing one call
Setup
The installation of Wildix App requires oAuth2 authorization. For that, you need to create an application in WMS.
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- The authorization dialog opens
- Enter PBX domain name and OAuth 2.0 Application ID
- Click Login
- Make sure you authorize with the same user whose email is present
- Click Yes to grant HubSpot access to connect
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- Go to the Contacts/ Companies page
- Select a contact/ a company you want to dial
- Click Call button or Make a phone call under Calls tab
- Set Wildix as Provider under Call from setting
- Click a specific number to place a call
- The call is placed
Incoming calls
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Keep x-bees/ Collaboration open while working with the app. It is only possible to receive incoming calls when any contact/ a company profile is open. |
A call dialog window is displayed when there is an incoming call:
To answer a call: click the green Handset button
To decline a call: click the red Hang up button
Settings
To open Settings, click Gear button. The following settings are available:
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