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Info

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

Other x-bees documentation: x-bees documentation.

Created: February 2022

Updated: January March 2024

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

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In case you are in a conversation with a HubSpot contact and want to see information on this HubSpot contact, just click More actions (three dots) button (1) -> View profile (2):

Note

Note: 

  • External contact lookup is performed after opening the Info frame, which means that in case Info frame was not opened, instead of user name from HubSpot, you may see user email in conversation title, on the Inbox tab, etc.
  • In case of a SIP call, for the lookup data to be displayed in the Call popup, Conversation name on Inbox, and Call dialog, HubSpot Auto Logging should be enabled in WMS. Documentation: x-bees Admin Guide

​​Logging activities

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

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