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Starting from WMS 6.04.20230920.1, the relevant licenses can be assigned to users via WMS -> Users -> Edit user -> License type field. See more in PBX Licensing and Activation - Admin guide (section "Assign correct license type to each user").

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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 existing 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 Classic or Lightning 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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Information: https://help.salesforce.com/s/articleView?id=000326486&type=1.

Installation

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• Your PBX should be on the x-bees licensing, otherwise, the tab is greyed out    

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Installation consists of two parts: 

1. Install Salesforce Auto Logging integration: it ensures automatic logging of calls and conferences that take place in x-bees between users and Salesforce leads
2. Enable Salesforce in x-bees Client integrations: this allows to view Salesforce lead data on the Info frame in x-bees, see Salesforce contacts in Live Search and Dialpad search, create tasks and new Salesforce leads via x-bees.

I. To enable Salesforce Auto Logging:

1. Go to WMS Settings -> PBX -> Integrations -> Cloud integrations
   

   Note
   Note: In case of WMS version lower that WMS 6.05.20231110.2, the tab is named x-bees (not Cloud integrations). Your PBX should be on the x-bees licensing, otherwise, the x-bees tab is greyed out.

   
   

2. Wildix Integration Hub opens
   
3. Click on Salesforce Auto Logging:Image Added
   
   
4. Select an environment (live/ sandbox) or specify enhanced_domain if it is deployed and click Save
   

   Note
   Make sure to include "my" suffix if your enhanced domain has it, don't insert "https://". By using this, the 'environment' input is ignored. For example, wildix--com.my

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   Click Link connection to connect your Salesforce account (Admin) with x-bees
   Image RemovedClick Allow
   Image RemovedLog in to your account. Once the connection is linked, click Ok
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5. The 1st step is completed, click Next to proceed to the 2nd stepImage Removed
On the 2nd step, the Integration is automatically activated
Image RemovedSalesforce integration gets activated
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1.  and click Install:
   
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2. Log in to your account. Salesforce Auto Logging integration gets activated:
   
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II. To enable Salesforce in x-bees Client integrations:

1. In WMS Settings -> PBX -> Integrations -> Cloud integrations, click on x-bees Client Integrations:

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2. Proceed to the Ready Integrations tab and under Salesforce, click Install:

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3. The integration gets installed:

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4. Once it is installed, the integration appears on the Manage Integrations tab:

Image AddedIf you click on the Salesforce integration, you can edit its settings if required (e.g. make available only to some users, block access to certain users, etc.). For more information about the settings and how to manage them, check out the guide How to set up x-bees Client integrations.

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Once the integrations are installed, from x-bees, it is possible to create new SF leads and manually log activities to SF:

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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
     
   Navigate to Salesforce Partner Community and click on it:
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   Click Install to proceed with the activation:
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   The integration gets installed:
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HubSpot Integration

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1. • 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 existing 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

Installation

Installation consists of two parts: 

1. Install HubSpot Auto Logging integration: it ensures automatic logging of calls and conferences that take place

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1. in x-bees

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1. between users

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Requirements

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

Installation

1. and HubSpot contacts
2. Enable HubSpot in x-bees Client integrations: this allows to view HubSpot contact data on the Info frame in x-bees, see HubSpot contacts in Live Search and Dialpad search, create tasks and new HubSpot contacts via x-bees.

I. To enable HubSpot Auto Logging:

1. Go to WMS Settings -> PBX

   -> Integrations -> x-bees
   

   -> Integrations -> Cloud integrations
   

   Note
   Note: In case of WMS version lower that WMS 6.05.20231110.2, the tab is named x-bees (not Cloud integrations). Your PBX should be on the x-bees licensing, otherwise, the x-bees tab is greyed out

     

   .

   
   

2. Wildix Integration Hub opens opens
   
3. Click on HubSpot Auto Logging
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4. Click Install to proceed with the activation activation:
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5. There are 2 activation steps. To continue with the 1st step, click Connect your HubSpotImage Removed
6. Log in to your HubSpot account (Admin) with x-bees, click Choose Account
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7. Allow the access by clicking Connect App
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Once done, a pop-up screen shows up confirming that connection is linked. Click Ok
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8. The 1st step is completed, click Next to proceed to the 2nd step

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9. On the 2nd step, the Integration is automatically activated

10. HubSpot integration gets activated:

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11. 
    
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13. Log in to HubSpot and click Choose account:
    
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14. HubSpot integration gets activated:
    
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II. To enable Salesforce in x-bees Client integrations:

1. On WMS Settings -> PBX -> Integrations -> Cloud integrations, click on x-bees Client Integrations:

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Proceed to the Ready Integrations tab and under HubSpot, click Install:

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3. The integration gets installed:

Image Added4. Once it is installed, the integration appears on the Manage Integrations tab:

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If you click on the HubSpot integration, you can edit its settings if required (e.g. make available only to some users, block access to certain users, etc.). For more information about the settings and how to manage them, check out the guide How to set up x-bees Client integrations.

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Usage 

HubSpot integration offers the following features: 

• x-bees calls and conferences are automatically logged to HubSpot
• 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

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Google Calendar Integration

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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Microsoft 365 Integration

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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Phonebook integration is available starting from x-bees Web 1.32.1.543668 and WMS 6.03.20230630.3 or higher. The integration is enabled by default, in case of x-bees Standard licence or higher.

In case the contact is found in phonebooks, you can find it in the relevant Phonebook section on the Info frame:

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Phonebook section includes such fields as Name, email, mobile, address, etc., and lets to edit a contact or create a new one. In case of adding/ editing a phonebook contact via x-bees, the changes are synced with the Phonebook.

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