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Documentation: CDR-View in x-bees
HubSpot and Salesforce Integrations
Reference tickets: WMS-17643, WMS-18733, WMS-18744.
There have been updates to Salesforce and HubSpot integrations with x-bees. Currently, they consist of the following parts:
Salesforce Auto Logging and HubSpot Auto Logging integrations, which ensure automatic logging of calls and conferences that take place in x-bees between users and Salesforce / HubSpot contacts.
Salesforce and HubSpot Client integrations, which allow to view CRM data on the Info frame in x-bees, find contacts in Live Search and Dialpad search, create tasks and new contacts via x-bees, etc.
Documentation: x-bees Admin Guide , How to set up x-bees Client integrations
Manage user access to the integrations
Reference ticket: XBS-3608.
With this release, we’ve added possibility to manage users' access to HubSpot and Salesforce integrations in x-bees. When setting up the integration, you can limit access only to specific users, or, on the other hand, indicate emails of users who should not be able to access the integration.
Documentation: How to set up x-bees Client integrations
Mobile
Manage sound notifications on conference start
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