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Integrations Documentation
Integrations Documentation
- Elena Kornilova
- Ksenia Babych
- Tatiana Bieliakova
Owned by Elena Kornilova
Last updated: May 09, 2024 by Ksenia Babych
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 | Feb 07, 2025 | |
| Salesforce Classic Integration - User Guide - English | Former user | Apr 04, 2025 | |
| Salesforce Integration with x-bees - User Guide | Ksenia Babych | Mar 14, 2025 | |
| Salesforce Partner Community Integration with x-bees | Tatiana Bieliakova | Apr 17, 2025 |
HubSpot Documentation
| Title | Creator | Modified | |
|---|---|---|---|
| HubSpot Integration - User Guide - English | Former user | May 01, 2025 | |
| HubSpot Integration - User Guide | Ksenia Babych | Apr 30, 2025 |
Other Integrations
, multiple selections available,