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Info

This Guide leads you through the process of HubSpot Integration usage, starting from the installation and ending with practical examples for call placing. 

Updated: June 2023

Permalink: https://wildix.atlassian.net/wiki/x/6gXOAQ


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  • Click-to-call working from the Contacts and Companies pages

  • Outgoing and incoming call popups


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Requirements

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The installation of Wildix App requires oAuth2 authorization. For that, you need to create an application in WMS and use its Application ID.

  • Go to WMS -> PBX -> Integration Integrations -> Applications -> OAuth 2.0
  • Click + Add to create the application an application 
  • Enter Application name and insert the following Redirect URIhttps://hubspot.wildix.com/callback
  • Click Save

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Warning

Keep x-bees/ Collaboration open while working with the app.

It is only possible to receive incoming calls when any contact/ a company profile is open.

  • A call dialog window is displayed when there is an incoming call: 

    1. To answer a call: click the green Handset button

    2. To decline a call: click the red Hang up button

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