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This guide will lead you through the process of the HubSpot Integration usage, starting from an installation, and ending with practical examples for call placing. Requirements:
Created: April 2020 Permalink: https://confluence.wildix.com/x/CoAyB |
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Setup the Hubspot Integration
- Proceed to the installation link
- Click on Install Wildix App button
- Choose an Account where you want to use the integration
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- Go to the Сontact page.
Click the button at the header of the record. The Hubspot Call popup will appear. call
Note This Step should will be done only once per installation.
Click on Call Provider and choose Wildix from the drop-down list
- Click on Call from browser button to place a call.
- The control popup with a name and hang-up button will appear in the middle-right corner of the page.
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