Integrations Documentation
Salesforce Documentation
Salesforce Integration offers several components:
- Salesforce Dialer: integrates Collaboration/ x-bees functionality into the CRM, providing users with click-to-call capability, incoming and outgoing call popups, name lookup functionality and others
- Salesforce iFrame in x-bees: allows users to add and interact with leads, create tasks, log activities directly in x-bees Info frame
- Salesforce Auto Logging in x-bees: automatically logs calls with transcriptions and conferences that occur in x-bees, while providing contact lookup functionality
Blog article: Optimizing Your Salesforce Integration Experience.
| Title | Creator | Modified |
|---|---|---|
| Salesforce Lightning Integration - User Guide - English | Former user | May 17, 2024 |
| Salesforce Classic Integration - User Guide - English | Former user | May 17, 2024 |
| Salesforce Integration with x-bees | Ksenia Babych | May 09, 2024 |
| Salesforce Partner Community Integration with x-bees | Tatiana Bieliakova | Jun 05, 2023 |
HubSpot Documentation
| Title | Creator | Modified |
|---|---|---|
| HubSpot Integration - User Guide - English | Former user | Mar 26, 2024 |
| HubSpot Integration with x-bees | Ksenia Babych | Apr 11, 2024 |
| How to Set Up HubSpot Integration | Tatiana Bieliakova | Jan 18, 2024 |