Why are my calls not appearing in HubSpot?

Almost always the plan. CRM integrations start at x-bees Standard, so a user on x-bees Basic can call normally while nothing reaches HubSpot.

Almost always the plan. CRM integrations start at x-bees Standard, so a user on x-bees Basic can call normally while nothing reaches HubSpot.

Check the plan first

In WMS, go to Users, edit the user and look at License type. CRM integrations need x-bees Standard or higher, or UC-Business or higher on Collaboration 7.

This is the cause in most cases, and it is worth ruling out before you touch any integration settings.

If the plan is right

• Only one of the two installation steps is done. HubSpot Auto Logging handles the logging; the HubSpot app handles contact data. Enabling just the app gives you contact lookup with no logging.
• The call is one that is never logged. Calls from an unknown number, calls cancelled within five seconds, and calls between users on the same PBX are excluded by design.
• The number does not match a HubSpot contact. Logging happens against a matched contact. No match, no activity.

See also

• Set up the HubSpot integration for x-bees and Collaboration 7
• Which x-bees plan do I need?