> For the complete documentation index, see [llms.txt](https://helpdocs.yoxel.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdocs.yoxel.com/flow-signals/getting-started-with-yoxel-signals-for-ms-teams.md).

# Getting started with Yoxel Signals for MS Teams

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 <a href="#user-content-prerequisites" id="user-content-prerequisites"></a>

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#### **Salesforce**

* Yoxel Workspace Sync package (version 2.124 or higher) is installed. [See instructions](https://helpdocs.yoxel.com/yoxel-sync/installing-yoxel).
* 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.

<figure><img src="/files/unxsIjaDH3zXn0AaWNgN" alt=""><figcaption></figcaption></figure>

* Review steps 1-4 from [Getting started with Yoxel Sync](https://helpdocs.yoxel.com/)

#### **SugarCRM**

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

<figure><img src="/files/vxGZtCSRvM5WTa0ActBh" alt=""><figcaption></figcaption></figure>

* Configure API Platform 'yoxel':

<figure><img src="/files/dknqISwPckybAt09N1Ng" alt=""><figcaption></figcaption></figure>

#### **Hubspot CRM**

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

### Adding the app <a href="#user-content-adding-the-app" id="user-content-adding-the-app"></a>

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1\. Ask your Office 365 / Microsoft Teams admin to install our [Yoxel Signals](https://appsource.microsoft.com/en-US/product/office/WA200004772?tab=Overview) 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.

<figure><img src="/files/ymxiJbEJ0tgFQAsLjFyL" alt=""><figcaption></figcaption></figure>

Choose Yoxel from the list of available apps/tabs and Save:

<figure><img src="/files/ir54NvkTpEDpUoTycZp0" alt=""><figcaption></figcaption></figure>

3\. Then, go to the new tab, and confirm your Microsoft Id (LOG IN):

<figure><img src="/files/zZNkW2LAEBUe2rRhLUdl" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/LKOotcWcSbC6uASvMlR6" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/qfCs7OougwHQz1XJ4k9z" alt=""><figcaption></figcaption></figure>

6\. Next, go back to your CRM to configure desired workflow signals. Follow these instructions:\
\
[Configuring Salesforce Flow signals](https://helpdocs.yoxel.com/workflow-signals/configuring-salesforce-flow-signals),\
[Configuring Hubspot Workflow signals](https://helpdocs.yoxel.com/workflow-signals/configuring-hubspot-workflow-signals),\
[Configuring SugarCRM Web Logic Hooks](https://helpdocs.yoxel.com/workflow-signals/configuring-sugarcrm-web-logic-hooks)\
\
7\. Once your workflow signals are configured you'll start getting the following notification cards in your channels:

<figure><img src="/files/fGUUXIpYIFjMccOpHjiF" alt=""><figcaption></figcaption></figure>