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This Guide describes main points of HubSpot Integration usage in x-bees/ Collaboration 7, including contacts management and logging activities (inbound, outbound calls; conferences). Other x-bees documentation: x-bees documentation., Collaboration 7 Documentation Created: February 2022 Updated: June 2024April 2025 Permalink: https://wildix.atlassian.net/wiki/x/KBPOAQ |
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Activation
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For Requirements and installation, check HubSpot Integration with x-bees – Admin Guide. |
To activate the integration inside x-bees/ Collaboration 7, you need to go to x-bees Settings -> Integrations -> find HubSpot, click Activate and log in.
Features
HubSpot integration offers the following features:
- HubSpot contacts are visible in Live Search, Dialpad search (if phone number is available), and when creating a conversation
- Information about HubSpot contact is available on the Info tab in x-bees/ Collaboration 7. There, you can perform the following actions:
- open contact in HubSpot
- change the match if the match is wrong
- log activity (Call/ Email/ Meeting)
- create tasks
- see the list of all tasks and activities
- view all phone numbers of the contact
- monitor activity history
- Also, you can create new HubSpot contact via x-bees/ Collaboration 7
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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
Finding HubSpot contacts
To find HubSpot contacts, use the search field in the upper left part of the screen. The results matching your search criteria from HubSpot appear in the drop-down list with the relevant HubSpot icon:
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Logging activities
You can manually log activities from x-bees/ Collaboration 7 to HubSpot. Open a HubSpot contact on x-bees/ Collaboration 7. You have two options:
- Create Task (To-Do/ Call/ Email)
- Log Activity (Call/ Email/ Meeting)
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The following activities are not logged automatically:
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Logging Scheduled Meetings
In case the contact exists in HubSpot, meetings scheduled via Meeting Scheduler are automatically logged as activities in HubSpot:
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In case the meeting was rescheduled or cancelled, the changes are automatically synced to HubSpot:
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Cancelled meetings are marked as closed.
Logging call / conferences transcription and summary
x-bees/ Collaboration 7 features real-time transcription of conferences and calls and automatically adds the data to the relevant Contact page in HubSpot.
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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
You can create a HubSpot contact in x-bees/ Collaboration 7 from a conversation or from a contact card.
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