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Info

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:

WMS version: 4.01 or higher
Wildix UC-Business or UC-Premium license
Installed Integration Service

Created: April 2020

Permalink: https://confluence.wildix.com/x/MADmAg

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title	Features

Click-to-call working from "Contact" page
Outgoing call popup

Table of Contents

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Link to the application

Link to the install: hubspot.wildix.com

Setup the Integration

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

Wait until the integration installation will be finished
Close the installation link

Place a Call

Warning
Keep Collaboration open while working with the application

Allow the connection to the WiService

On the first attempt to use click-to-call, it is mandatory to click Allow in the Integration Service Pop-up.

Making a Call Using Click-to-Dial from the contact record header

Go to the Сontact page.
Click the Image Addedcall button at the header of the record. The Hubspot Call popup will appear.

Note
This Step should 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.

Making a Call Using Click-to-Dial from the contact record call tab

Go to the Сontact page.
Click on the Image AddedCalls tab at the top navigation bar
Click on Make a phone call button.
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.

Versions Compared

Old Version 1

New Version 2

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