Integrations Documentation

Salesforce Documentation

Salesforce Integration offers several components:

  1. Wildix for Salesforce App: supported in both Collaboration and x-bees, this app 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
  2. Salesforce Auto Logging: supported in both Collaboration and x-bees, it provides automated logging of calls and meetings between PBX users and Salesforce contacts into the CRM
    • Additionally, with x-bees Info frame, users can utilize the CRM functionality by interacting with and managing leads, creating tasks, and logging activities directly from x-bees

TitleCreatorModified
Salesforce Lightning Integration - User Guide - EnglishFormer userDec 27, 2023
Salesforce Classic Integration - User Guide - EnglishFormer userJan 19, 2023
Salesforce Integration with x-beesKsenia BabychFeb 29, 2024
Salesforce Partner Community Integration with x-beesTatiana BieliakovaJun 05, 2023

HubSpot Documentation

TitleCreatorModified
HubSpot Integration - User Guide - EnglishFormer userFeb 02, 2024
HubSpot Integration with x-beesKsenia BabychJan 25, 2024
How to Set Up HubSpot IntegrationTatiana BieliakovaJan 18, 2024
How to Identify Obsolete Wildix RepeatersTatiana BieliakovaFeb 27, 2024

Other Integrations