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• At the next step, fill out the fields and click Save

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:

Click on the match and see the HubSpot contact activities on the Info tab on the right:

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:

​​Logging activities

You can manually log activities from x-bees to HubSpot. Open a HubSpot contact on x-bees. You have two options: 

• Create Task (currently, only Call tasks available)
• Log Activity (Call/ Email/ Meeting)

Create a HubSpot contact 

You can create a HubSpot contact in x-bees from a conversation or from a contact card.

• From a conversation

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:

• 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:

Fill out the fields and click Save: 

x-bees Mobile

x-bees Mobile app and the Web version share the same codebase and the same set of features. 

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