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Info

This Guide describes main points of HubSpot Integration usage, including contacts management and logging activities (inbound, outbound calls; conferences).

Created: February 2022

Permalink: https://wildix.atlassian.net/wiki/x/KBPOAQ

Table of Contents

Introduction 


Note

For Requirements and Activation, check x-bees Admin Guide.

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

Image Added

Note

Notes:

  • HubSpot and x-bees sync may take up to 5 minutes
  • x-bees contact can be created only with users that have an email address
  • Contacts deleted from HubSpot are not removed in x-bees

HubSpot contacts management

Finding HubSpot contacts 

To find HubSpot contacts, use the search field in the upper left part of the screen. The results matching your search criteria from HubSpot appear in the drop-down list with the relevant HubSpot icon:

...

In case you are in a conversation with a HubSpot contact and want to see information on this HubSpot contact, just click on them on the Info tab:

...

​​Logging activities

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

...

Note

The following activities are not logged automatically:

  • Received and missed PBX calls in case of an unknown number
  • Calls made and canceled within 5 seconds
  • Calls between users of the same PBX/ WMS Network

Create a HubSpot contact 

You can create a HubSpot contact in x-bees from a conversation or from a contact card.

...

Note

Note: Email is a mandatory field when creating a HubSpot contact.


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