| Scroll export button | ||||||||
|---|---|---|---|---|---|---|---|---|
|
| Info |
|---|
This Guide describes how to set up HubSpot Integration with Wildix PBX. Other documentation: x-bees Admin Guide Created: November December 2023 Permalink: https://wildix.atlassian.net/wiki/x/AYC4Eg |
| Table of Contents |
|---|
Introduction
HubSpot integration enables automatic logging of calls and conferences that take place on the Wildix system between users and HubSpot contacts.
Requirements
- x-bees-Standard license or higher
- Admin access to HubSpot account
Installation
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.
Wildix Integration Hub
...
opens, click on HubSpot
...
Auto Logging:
...
- Click Install to proceed with the activation:
...
- Log in to
...
- HubSpot and click Choose account
...
- :
...
...
| Note |
|---|
Notes:
|
| Note |
|---|
For managing calls directly from HubSpot account, refer to a separate integration: HubSpot Integration User Guide. |
Logging activities
You can manually log activities from x-bees to HubSpot. Open a HubSpot contact on x-bees. You have two options:
- Create Task (To-Do/ Call/ Email)
- Log Activity (Call/ Email/ Meeting)
...
- Allow the access by clicking Connect App:
- HubSpot integration gets activated:
Logging activities
Inbound and outbound calls via PBX and conferences are automatically logged for all HubSpot contacts that have a match and are displayed in HubSpot as completed tasks.
...
| Note |
|---|
The following activities are not logged automatically:
|
Logging Scheduled Meetings
...
| Note |
|---|
Note:
|
In case the meeting was rescheduled or cancelled, the changes are automatically synced to HubSpot:
Cancelled meetings are marked as closed.
Create a HubSpot contact
You can create a HubSpot contact in x-bees from a conversation or from a contact card.
- From a conversation
...
- From a contact card
...
Then, click Create Hubspot contact button at the bottom:
Fill out the fields and click Save:
| Note |
|---|
| Note: Email is a mandatory field when creating a HubSpot contact |
| Note |
|---|
For managing calls directly from HubSpot account, refer to a separate integration: HubSpot Integration User Guide. |
| Macrosuite divider macro | ||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...