Configuring Hubspot Workflow signals
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Yoxel Signals companion app needs to be installed. See , ,.
Have a web hook URL generated from the Yoxel Signals app (MS Teams, Google Workspace, Webex, Zoom). A separate URL is provided for every channel.
1. In Hubspot, go to Automation > Workflows and click Create workflow [From scratch]
2. Choose what record types you want signals for (i.e. Deal-based) and 'Blank workflow' or 'Schedule' mode:
3. Setup a desired trigger. For example, fire a signal when a deal is won:
4. Now add a new webhook action:
Choose POST method
Insert the webhook URL that you got from the Yoxel Signals app
Choose the 'Include request signature in header' authentication
Enter Yoxel's app ID: 1234399
Save the action! 5. Go to the Review stage and activate Re-enrollment:
Save, turn on your new workflow. 6. Test the signal by updating a record in the chosen module (i.e. Deal). Here is an opportunity signal that you would see in your messaging app: