Plan requirement
| Subscription | x-bees Standard or higher, UC-Business or higher (Collaboration 7) |
See who is calling, open their HubSpot record, log an activity and create a task, without leaving the conversation.
Finding people
HubSpot contacts appear in Live Search, in the dialpad when the contact has a phone number, and when you start a new conversation. You search once and get colleagues and customers together.
The Info tab
Open a conversation with a matched contact and the Info tab shows their HubSpot details. From there you can:
- Open the contact in HubSpot
- Log a call, email or meeting
- Create a task and see the existing ones
- Look through the activity history
- Correct the match if the wrong contact was linked
When the wrong contact is linked
Change the match from the Info tab. New activity then goes to the contact you picked. Activity already logged stays where it was, so fixing a match does not tidy up history retroactively.
Create a contact without switching
Someone calls who is not in HubSpot yet? Create the contact straight from x-bees. It is the difference between capturing a lead and meaning to.
What gets logged automatically
Calls and conferences with a matched contact are logged without you doing anything, including participants, duration, timestamps and transfers. Missed calls are logged too when the number matches.
Not logged: calls from unknown numbers, calls cancelled within five seconds, and internal calls between colleagues.
Log the outcome in the window that appears when a call ends. Ten seconds then beats trying to remember three days later what was agreed.
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