Integrations Documentation

Salesforce Documentation

Salesforce Integration offers several components:

  1. 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
  2. Salesforce iFrame in x-bees: allows users to add and interact with leads, create tasks, log activities directly in x-bees Info frame
  3. 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.

Salesforce Lightning Integration - User Guide - EnglishFormer userMay 17, 2024
Salesforce Classic Integration - User Guide - EnglishFormer userMay 17, 2024
Salesforce Integration with x-beesKsenia BabychMay 09, 2024
Salesforce Partner Community Integration with x-beesTatiana BieliakovaJun 05, 2023

HubSpot Documentation

HubSpot Integration - User Guide - EnglishFormer userMar 26, 2024
HubSpot Integration with x-beesKsenia BabychApr 11, 2024
How to Set Up HubSpot IntegrationTatiana BieliakovaJan 18, 2024

Other Integrations