Page Comparison

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1. Go to WMS Settings -> PBX -> Integrations 
2. Navigate to the x-bees tab
   • Your PBX should be on the x-bees licensing, otherwise, the tab is greyed out   
      

3. Wildix Integration Hub opens. Click Create an Integration (if there are no active integrations yet) 

4. Click HubSpot
   
   

   
   

5. Follow instructions to connect your HubSpot account (Admin) with x-bees.

6. Once done, a pop-up screen shows up confirming that connection is linked. Click OK and Next.
   HubSpot integration gets activated:

   Usage 
   
   HubSpot integration offers the following features: 

   • 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 (currently, only Call tasks available)
     • see the list of all tasks and activities
     • monitor activity history
   • Also, you can create new HubSpot contact via x-bees

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You can manually log activities from x-bees to HubSpot. Open a HubSpot contact on x-bees. You have two options: 

• Create Task (currently, only Call tasks available)Task 
• Log Activity (Call/ Email/ Meeting)

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