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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

  1. 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.    


  2. Wildix Integration Hub opens Click opens, click on HubSpot AutomationAuto Logging:
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  3. Click Install to proceed with the activation:
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    Click Sign in and log
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  4. Log in to your HubSpot and click Choose account (Admin): 
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Note

Notes:

  • HubSpot and x-bees sync may take up to 5 minutes
  • x-bees contact can be created only with users that have an email address
  • Contacts deleted from HubSpot are not removed in x-bees

...

  1. Image Added
  2. Allow the access by clicking Connect App:
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  3. HubSpot integration gets activated:

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​​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:

  • Received and missed PBX calls in case of an unknown number
  • Calls made and canceled within 5 seconds
  • Calls between users of the same PBX/ WMS Network


Note

For managing calls directly from HubSpot account, refer to a separate integration: HubSpot Integration User Guide.


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