Page Comparison

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1. Go to WMS Settings -> PBX -> Integrations 
2. Navigate to the x-bees tab
   • Your PBX should be on the x-bees licensing, otherwise, the tab is greyed out   
      

3. Wildix Integration Hub opens. Click Create an Integration (if there are no active integrations yet) 

4. Click HubSpot
   
   

   
   

5. Follow instructions to connect your HubSpot account (Admin) with x-bees.

6. Once done, a pop-up screen shows up confirming that connection is linked. Click OK and Next.
   HubSpot integration gets activated:

   Usage 
   Using HubSpot integration with
   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
     There, you can perform the following actions:
     see HubSpot contact detailssee upcoming and overdue tasks
     • open contact in HubSpot
     • change the match if the match is wrong
     • log activity (Call/ Email/ Meeting)
     • create tasks (currently, only Call tasks available)
   • log activity (Call/ Email/ Meeting)
   • • see the list of all tasks and activities
     • monitor activity
     history and more 
     • history
   • Also, you can create new HubSpot contact via x-bees

Access for users and guests

Mobile apps 

Notes:

• x-bees mobile apps are currently available only for users from Canada, the United Kingdom and Italy
• x-bees mobile apps can be downloaded both by PBX users and guests
• x-bees mobile apps are available for users who are assigned an xb-Essential license or higher 
• Guests have to be previously invited to a channel by a PBX user in order to be able to engage with them in conversations

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