Release Notes

Target release	1.0
Target release date	26 Feb 2025
Status	COMPLETED
Epic/Task	HCFE-1
Document status	COMPLETED
Document owner	Haseeb Tahir
Developers	Abdelrahman Sadat
QA	Haseeb Tahir

Release Summary

Integration between EFCX Connector and HubSpot CRM.

This embedded EFCX Connector runs inside the HubSpot CRM Web UI and enables agent/call controls within CRM allowing agents to use the same CRM agent interface for all call and chat handling and transfer.

Release Limitations

Browser Limitations so far include: Google Chrome’s Incognito mode
The EFCX within the HubSpot iframe requires users to re-login when initiating a new conversation for the first time in a session.
Encrypted phone number will be mapped on Customer’s Screen pop-up and Chat Activity in case of Viber.
Click to chat is not available for this release.
Selected Warp-up and Notes will not refelected in the chat or call activity.
CX-Voice limitations are here.

Important Notes

You must have installed the Expertflow Contact Center(EFCX) before integrating with HubSpot.
Do not login to the same agent on different browsers or different machines.
Administrative access to server machines is required to install EF Connector.
Admin access to CRM is required to deploy CRM side configurations.
Firefox browser requires configuration settings in Privacy & Security.
The screen pop-up will open in new tab on the first conversation, and subsequent updates will occur in the same tab for all next conversations.

Open Issues in Release

https://expertflow-docs.atlassian.net/issues/?jql=project%20in%20(HCFE)%20and%20type%20in%20(Bug%2C%20%22Story%20Bug%22)%20and%20status%20in%20(Delivery%2C%20Dev-Ready%2C%20Discovery%2C%20Drafting%2C%20Impact%2C%20%22In%20Progress%22%2C%20%22In%20Review%22%2C%20In-Progress%2C%20In-QA%2C%20In-Review%2C%20Re-opened%2C%20QA-Ready%2C%20Planning%2C%20%22Parking%20lot%22%2C%20On-hold%2C%20Marketing%2C%20Launched%2C%20%22Ready%20for%20delivery%22%2C%20%22Ready%20for%20Launch%22%2C%20Refinement%2C%20Reopened%2C%20%22Selected%20for%20Development%22%2C%20%22To%20Do%22)%20ORDER%20BY%20created%20DESC

Release Tested Highlights

Tested with:

HubSpot CRM
EFCX Agent Desk 4.6
CX Voice (Inbound & Outbound)
Click to Call
The following EFCX channels for chat:
- WebChat
- WhatsApp

Not Tested with:

Supervisor Controls
Consult a conversation
High Availability (HA)
Refresh Functionality

Testing Machine Hardware Specs

CPU	RAM	Hard Disk
4	16GB	150GB

Web Browser(s)

Google Chrome - Version 132.0.6834.160 (Official Build) (64-bit)
Firefox - Version 135.0 (32-bit)

Operating system

Ubuntu 22.04.4 LTS - (GNU/Linux 5.15.0-119-generic x86_64)

Compatibility Matrix for this release is available here.