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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 documentation.

Created: February 2022

Updated: March May 2023

Permalink: https://wildix.atlassian.net/wiki/x/KBPOAQ

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Note

The following activities are not logged automatically:

  • Received and missed PBX calls in case of an unknown number
  • Calls made and canceled within 5 seconds
  • Calls between users of the same PBX/ WMS Network

Logging Scheduled Meetings

In case the contact exists in HubSpot, meetings scheduled via Meeting Scheduler are automatically logged as activities in HubSpot:

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Note

Note:

  • The logging works only for meetings created by guest users using Meeting Scheduler. Scheduled meetings are automatically logged as activities in HubSpot only if the contact already exists in the CRM records.
  • The agent should be present in HubSpot with the same email as in x-bees.

In case the meeting was rescheduled or cancelled, the changes are automatically synced to HubSpot:

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Cancelled meetings are marked as closed.

Create a HubSpot contact 

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