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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
Supported countries
HubSpot calling with Free HubSpot CRM is available for a restricted number of countries. For other country registered numbers a Sales Hub or Service Hub paid seat is required. The list of countries supported on a free or paid basis are available by this link.
Limitations
- After re-login, it is required to refresh HubSpot page 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 and use its Application ID.
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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 who is connected to HubSpotx-bees/ Collaboration
- Click Yes to grant HubSpot access to connect
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