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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: July 2023June 2024 Permalink: https://wildix.atlassian.net/wiki/x/KBPOAQ |
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Activation
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For Requirements and Activationinstallation, check x-bees Admin Guide. |
To activate the integration inside x-bees, you need to go to x-bees Settings -> Integrations -> find HubSpot, click Activate and log in.
Features
HubSpot integration offers the following features:
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Notes:
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For managing calls directly from HubSpot account, refer to a separate integration: HubSpot Integration User Guide. |
HubSpot contacts management
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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):
In case there is only one external user in the conversation, the information about the user is available right after you open the Info frame.
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Note:
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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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Cancelled meetings are marked as closed.
Logging call / conferences transcription and summary
x-bees features real-time transcription of conferences and calls and automatically adds the data to the relevant Contact page in HubSpot.
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Note: The call needs to be recorded so that its transcription and summary are available. |
You can find more details in the documentation How to use real-time transcription of x-bees calls and conferences (see the section "Get transcriptions of calls and conferences -> HubSpot)
Create a HubSpot contact
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