Page Comparison

...

In case Salesforce Auto Logging integration is enabled (for more information, check the documentation: x-bees Admin Guide), the summary and transcription of conferences and recorded calls are automatically added to Salesforce:

For conferences:

1. Proceed to the necessary Contact -> Activity
2. Choose the activity 

3. On the Details tab -> Task Information -> Comments Description section you can find the call summary and transcriptionfollowing information:Image Removed

   1. Conference start time
   note
   1. Participants

   Note: The data that can be displayed in Comments is limited to 32 KB (around 32000 characters) according to Salesforce regulations. If the transcription exceeds this limit, the transcription is cut. You can find the full text of the transcription in Related -> Files (see step 4 below). 

   1. Call brief: short description of the conference 
   2. Link to Sales Intelligence (documentation: Sales Intelligence in x-bees)

      Image Added
      

4. On the tab Related you can find the attached file with the complete transcription of the conference:
   
   Image Added

For calls:

1. Proceed to the necessary Contact -> Activity
2. Choose the activity 

3. On the Details tab -> Task information -> Comments section you can find the following information:

   1. Call start time
   2. Call brief: short description of the call
   3. Link to Sales Intelligence (documentation: Sales Intelligence in x-bees)
      
      Image Added
      4. On the tab Related you can find the attached file with the complete transcription of the call:
      

...

1. 1. 
      Image Added
      
      

To HubSpot

In case HubSpot Auto Logging integration is enabled (for more information, check the documentation: x-bees Admin Guide), the summary and transcription of conferences and recorded calls are automatically added to HubSpot:

...