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


Prerequisites


Salesforce CRM

  • Yoxel Workspace Sync package (version 2.124 or higher) is installed. See instructions.
  • 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.Image Placeholder
  • Review steps 1-4 from Getting started with Yoxel Sync
Hubspot CRM

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

  • You (SugarCRM admin) have access to Web Logic Hooks: Image Placeholder
  • Configure API Platform 'yoxel': Image Placeholder

Adding the app


1. Ask your Office 365 / Microsoft Teams admin to install our Yoxel Signals app and add the app to your team(s).

2. Add the Yoxel tab for a channel to which you want signals to be delivered.

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Choose Yoxel from the list of available apps/tabs and Save:
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3. Then, go to the new tab, and confirm your Microsoft Id (LOG IN):

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4.  Next, connect your CRM account (Salesforce, Hubspot, or SugarCRM):

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5. Then, look up your integration token. Copy the token as you'll need to use it when configuring your CRM workflow automation.

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6. Next, go back to your CRM to configure desired workflow signals. Follow these instructions: Configuring Salesforce Flow signalsConfiguring Hubspot Workflow signalsConfiguring SugarCRM Web Logic Hooks

7. Once your workflow signals are configured you'll start getting the following notification cards in your channels:

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