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Workflow Signals
Workflow Signals
  • Getting started with Yoxel Signals for Google Workspace
  • Getting started with Yoxel Signals for MS Teams
  • Getting started with Yoxel Signals for Slack
  • Configuring Salesforce Flow signals
  • Configuring Hubspot Workflow signals
  • Configuring SugarCRM Web Logic Hooks
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  • Prerequisites
  • Adding the app

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Getting started with Yoxel Signals for Google Workspace

NextGetting started with Yoxel Signals for MS Teams

Last updated 4 months ago

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Yoxel Signals connects Salesforce Flow with your workspace messaging apps: Google Workspace, Microsoft Teams, Webex, Zoom, giving your CRM admins control over the configuration of data signals.

Prerequisites


Salesforce

  • Yoxel Workspace Sync package (version 2.124 or higher) is installed. .

  • You (Salesforce admin) have the package license (use the 'Manage Licenses' link to assign one).

  • In Salesforce Setup, on the 'Install Packages' page find Yoxel Workspace Sync and click 'Configure' to make sure your package is active and you have access.

SugarCRM

  • You (SugarCRM admin) have access to Web Logic Hooks:

  • Configure API Platform 'yoxel':

Hubspot CRM

  • You (Hubspot admin) have access to Automation/Workflows:

Adding the app


1. Ask your Google Workscape admin to add the Yoxel app to spaces to which you want signals to be delivered.

Look for Yoxel [App]:

You will see the following intro message in the space:

2. Then, use the '/yoxel_token' command to look up your integration token. First time, you will be asked to log into your CRM account (Salesforce, Hubspot, SugarCRM,...):

Copy the token as you'll need to use it when configuring Salesforce Flow.

Review steps 1-4 from

3. Next, go back to your CRM to configure desired workflow signals. Follow these instructions: , , 4. Once the Flow signals are configured you'll start getting the following notification cards in your spaces:

Getting started with Yoxel Sync
Configuring Salesforce Flow signals
Configuring Hubspot Workflow signals
Configuring SugarCRM Web Logic Hooks
See instructions