This guide will lead you through the process of the HubSpot Integration usage, starting from an installation, and ending with practical examples for call placing.
Requirements:
- WMS version: 4.01 or higher
- Wildix UC-Business or UC-Premium license
- Installed Integration Service
Created: April 2020
Permalink: https://confluence.wildix.com/x/CoAyB
Click-to-call working from the Contact page
- Outgoing call popup
Link to the application
Link to the install: hubspot.wildix.com
Setup the Integration
Setup the Hubspot Integration
- Proceed to the installation link
- Click on Install Wildix App button
- Choose an Account where you want to use the integration
- Wait until the integration installation will be finished
- Close the installation link
Place a Call
Keep Collaboration open while working with the application
Allow the connection to the WiService
On the first attempt to use click-to-call, it is mandatory to click Allow in the Integration Service Pop-up.
Making a Call Using Click-to-Dial from the contact record header
- Go to the Сontact page.
Click the
call button at the header of the record. The Hubspot Call popup will appear. This Step will be done only once per installation.
Click on Call Provider and choose Wildix from the drop-down list
- Click on Call from browser button to place a call.
- The control popup with a name and hang-up button will appear in the middle-right corner of the page.
Making a Call Using Click-to-Dial from the contact record call tab
- Go to the Сontact page.
Click on the
Calls tab at the top navigation barClick on Make a phone call button.
- Click on Call from browser button to place a call
- The control popup with a name and hang-up button will appear in the middle-right corner of the page.