Skip to end of metadata
Go to start of metadata


Oct 18, 2021 04:13

HubSpot Integration - User Guide - English

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

Created: April 2020

Permalink: https://confluence.wildix.com/x/CoAyB

Features
  • 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 

  1. Go to the Сontact page.
  2. 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. 

  3. Click on Call Provider and choose Wildix from the drop-down list

  4. Click on Call from browser button to place a call.
  5. 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

  1. Go to the Сontact page.
  2. Click on the Calls tab at the top navigation bar

  3. Click on Make a phone call button. 

  4.  Click on Call from browser button to place a call 
  5. The control popup with a name and hang-up button will appear in the middle-right corner of the page. 

Not finding the help you need?
Join the Facebook group to ask a question!
facebook_tech-wizards

  • No labels