Page Comparison

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Integrations 

Salesforce integration

Salesforce integration enables automatic logging of calls and conferences that take place on the Wildix system between users and Salesforce leads. From x-bees, users can create new Salesforce leads, find leads, view all the previous interactions with them, create tasks, log activities, and start a new conversation or schedule a call with them.

Requirements

• x-bees-Standard license or higher
• Admin access to Salesforce account
• Salesforce license with API access. API access is included in the following Salesforce editions:
  • Enterprise Edition
  • Unlimited Edition
  • Developer Edition
  • Performance Edition

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1. Click Settings from SF (the Gear icon in the upper right-hand part of the screen) -> click Setup
   
   
   
   
2. Setup Home screen opens. From the left panel, under ADMINISTRATION, Users -> click Users
    
   
3. Find the System Administrator profile and click to open it
   
   
   
4. Click Clone. Clone Profile screen opens
   
   
5. Add the following Profile Name: SystemAdminWithCreatedBy and click Save
   
   
   
6. The newly created Profile SystemAdinWithCreatedBy opens. Scroll down to System and click on System Permissions 
   
   
   
7. Click Edit
   
8. Scroll down to Set Audit Fields upon Record Creation (Set audit fields, such as Created By and Last Modified By, when you create a record (API only).) and put the tick
   
   
   
9. Scroll up and click Save. Permission Changes Configuration window opens. Click Save again
   
   
   
10. On the left panel, under ADMINISTRATION click Users. Find your System Administrator and click Edit next to the entry
    
    
    
11. Setup Users screen opens. Change the Profile from System Administrator to the newly created Profile SystemAdminwithCreatedBy and click Save
    
    

Video available.

Salesforce Partner Community Integration

Salesforce Partner Community integration with x-bees enables logging of calls and conferences between users and Salesforce leads. From x-bees, users can create new leads, search for leads, view previous interactions with them, create tasks, log activities, start a new conversation or schedule a call with the lead. 

Requirements

• x-bees-Standard license or higher
• Access to Wildix Salesforce Partner Community account

Installation

1. Go to WMS Settings -> PBX -> Integrations -> x-bees
   
   • Your PBX should be on the x-bees licensing, otherwise, the tab is unavailable and greyed out
     
     
2. Navigate to Salesforce Partner Community and click on it:
   
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3. Click Install to proceed with the activation:
   
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4. The integration gets installed:
   
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HubSpot Integration

HubSpot integration enables automatic logging of calls and conferences that take place on the Wildix system between users and HubSpot contacts. From x-bees, users can create new HubSpot contacts, find contacts, view all the previous interactions with them, create tasks, log activities, and start a new conversation or schedule a call with them.

Requirements

• x-bees-Standard license or higher
• Admin access to HubSpot account

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• HubSpot contacts are visible in Live Search, Dialpad search (if phone number is available), and when creating a conversation
• Information about HubSpot contact is available on the Info tab in x-bees. There, you can perform the following actions:
  
  • open contact in HubSpot
  • change the match if the match is wrong
  • log activity (Call/ Email/ Meeting)
  • create tasks
  • see the list of all tasks and activities
  • monitor activity history
• Also, you can create new HubSpot contact via x-bees

Google Calendar 

Google Calendar integration provides customers with the possibility to view available slots in the Google calendar of salespeople and schedule meetings with them from x-bees. The user’s status gets automatically updated in x-bees based on the events in the Google calendar.

Requirements

• Licensing: x-bees-Standard for access to Kite settings to set up calendars
• Admin access to PBX, Google Suite Admin Console and Google Workspace

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• Click Install
  
• Proceed with 2 activation steps
  
• On the 1st step, perform Domain-wide delegation:
  • go to https://admin.google.com/ac/owl/domainwidedelegation
  • click Add new
    
    
  • insert Client ID and Scopes copied on Google Calendar page and click AUTHORIZE
    
    
    
  • the delegation is performed and you can move to the 2nd step
    
    
• On the 2nd step, insert Administrator email which has access to Google Workspace and organization's Primary domain indicated in Google Workspace
• Click Install to complete the activation
  
• The integration is activated
  
  

Microsoft 365

Microsoft 365 integration provides customers with the possibility to view available slots in the Microsoft 365 calendar of salespeople and schedule meetings with them from x-bees. The user's status gets automatically updated in x-bees based on the events in the Microsoft 365 calendar.

Requirements:

• Licensing: x-bees-Standard for access to Kite settings to set up calendars
• Users should have a valid license allowing them to use Outlook and mailbox
• Admin access to PBX, Microsoft organizational account with enabled Global administrator role (Azure AD)

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