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• 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. 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
  • monitor activity history
• Also, you can create new HubSpot contact via x-bees

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Click on the match and see the HubSpot contact activities on the Info tab -> Activity History on the right. Click on the Activity History button to see the details:

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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 on them on the Info tab:
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​​Logging activities

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• Create Task (To-Do/ Call/ Email) 
• Log Activity (Call/ Email/ Meeting)

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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. 

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In case you are in a conversation with an external person who is not present in HubSpot, click on the contact and click on the Create Hubspot Contact button:

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• From a contact card

In case you opened a HubSpot contact and you consider it a wrong match, you have an option to create a new HubSpot contact. For this, click on the Wrong match? button on the Info tab:

Then, click Create Hubspot contact button at the bottom:

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Fill out the fields and click Save: 

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