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Requirements

• x-bees:
  • WMS version: 6.01 or higher
  • x-bees-Standard or x-bees-SuperBee 
• Collaboration:
  • WMS version: 5.01 or higher 
  • Wildix UC-Business or UC-Premium license 
• (For some countries) HubSpot Sales Hub or Service Hub license

Supported countries

HubSpot calling with Free HubSpot CRM is available for a restricted number of countries. For other country registered numbers a Sales Hub or Service Hub paid seat is required. The list of countries supported on a free or paid basis are available by this link.  

Link to the application

Link to the install: hubspot.wildix.com

Setup the Integration

Setup the HubSpot Integration

• Proceed to the installation link
• Click on Install Wildix App button
• Choose an Account where you want to use the integration 

• Wait until the integration installation will be finished
• Close the installation link

Place a Call

Allow connection to WIService

On the first attempt to use click-to-call, it is mandatory to click Allow in the Integration Service Pop-up. 

Making a Call Using Click-to-Dial from the contact record header 

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Click the Image Removedcall button at the header of the record. The HubSpot Call popup will appear. 

Click on Call Provider and choose Wildix from the drop-down list

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Making a Call Using Click-to-Dial from the contact record call tab

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Click on the Image RemovedCalls tab at the top navigation bar

Click on Make a phone call button. 

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Limitations

• After re-login, it is required to refresh HubSpot page in order to place calls

• Possible to select an active device for further calls only after completing one call

Setup 

The installation of Wildix App requires oAuth2 authorization. For that, you need to create an application in WMS and use its Application ID.

• Go to WMS -> PBX -> Integrations -> Applications -> OAuth 2.0
• Click + Add to create an application 
• Enter Application name and insert the following Redirect URI: https://hubspot.wildix.com/callback
• Click Save

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• Copy Application ID for authorization (read the section below)

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Authorization

To make and receive calls, you need first to authorize on PBX and install Wildix app. 

• Go to https://hubspot.wildix.com/ or open any contact/ company profile in HubSpot and click on Call button/ Make a phone call under Calls tab

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• The authorization dialog opens
• Enter PBX domain name and OAuth 2.0 Application ID
• Click LoginImage Added
• Make sure you authorize with the same user who is connected to x-bees/ Collaboration
• Click Yes to grant HubSpot access to connect

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• Click Install The Wildix App

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• Choose an Account under which you want to use the integration 

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• Check "Agree to Terms" box and click Connect app

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Outgoing calls

1. Go to the Contacts/ Companies page
2. Select a contact/ a company you want to dial
3. Click Call button or Make a phone call under Calls tab
4. Set Wildix as Provider under Call from setting
5. Click a specific number to place a call
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6. The call is placed

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Incoming calls

• A call dialog window is displayed when there is an incoming call: 

  1. To answer a call: click the green Handset button

  2. To decline a call: click the red Hang up button

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Settings

To open Settings, click Gear button. The following settings are available:

• Hide the popup after the call is completed
• Logout

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