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This Guide leads you through the process of HubSpot Integration usage, starting from the installation and ending with practical examples for call placing. Updated: June 2023March 2024 Permalink: https://wildix.atlassian.net/wiki/x/6gXOAQ |
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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.
Limitations
- After re-login, it is required to refresh HubSpot page 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 -> Integration Integrations -> Applications -> OAuth 2.0
- Click + Add to create the application an application
- Enter Application name and insert the following Redirect URI: https://hubspot.wildix.com/callback
- Click Save
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- The authorization dialog opens
- Enter PBX domain name and OAuth 2.0 Application ID
- Click Login
- Make sure you authorize with the same user who is connected to HubSpotx-bees/ Collaboration
- Click Yes to grant HubSpot access to connect
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Keep x-bees/ Collaboration open while working with the app. It is only possible to receive incoming calls when any contact/ a company profile is open. |
A call dialog window is displayed when there is an incoming call:
To answer a call: click the green Handset button
To decline a call: click the red Hang up button
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Note: In case of a call group, for a missed call to be logged, the first agent in the call group queue should be logged into HubSpot integration, as any missed calls are logged to HubSpot on behalf of the agent who is first in the call group queue. If the agent is not logged in, the missed call may not be recorded in HubSpot. |
Settings
To open Settings, click Gear button. The following settings are available:
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