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This Guide describes main points of HubSpot Integration usage, including contacts management and logging activities (inbound, outbound calls; conferences). Other x-bees documentation: x-bees partner program documentation. Created: February 2022 Updated: January March 2023 Permalink: https://wildix.atlassian.net/wiki/x/KBPOAQ |
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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
- view all phone numbers of the contact
- monitor activity history
- Also, you can create new HubSpot contact via x-bees
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- Logged call data includes: participants, call type and duration, date and time the call was received/made, information about transfers.
Missed PBX calls (in case of contact match in HubSpot) are logged to the existing HubSpot contact as a completed activity.
Successful calls are logged to HubSpot with Connected status. - Logged conference data includes: participants, the title of the conference, duration, date and time the conference took place. Activity is logged for each contact participating in the conference that has a match in HubSpot.
If a contact has multiple matches, activity is logged for the newest contact:
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