> 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>

***

#### **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="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2FV3FMdCGR9RNf2ci52gAC%2Fimage.png?alt=media&amp;token=41fe8576-6e18-4210-8f5a-2eb0d753801d" 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="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2FJzaia75oz1J2uLSGKzJf%2Fimage.png?alt=media&amp;token=c82c9836-7a19-4cdc-aaa1-980e8b7ee400" alt=""><figcaption></figcaption></figure>

* Configure API Platform 'yoxel':

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2F3GVSQ3mHYHs3IvGITFcz%2Fimage.png?alt=media&amp;token=b10e7db8-e322-481f-bc6c-1d27092f8a8f" 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>

***

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="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2Fd1D4DXD0DOyqwGNjL7T2%2Fimage.png?alt=media&amp;token=39ffc5db-eaa3-4787-bc8f-d2ff883ffa07" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2F6j6dM2BdB4s7ss1rUXuE%2Fimage.png?alt=media&amp;token=eefc4db5-6175-4cd9-995b-740a4fb7e9a5" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2FLPncCoKgsW9DLZLJFlIp%2Fimage.png?alt=media&amp;token=73efeb73-518e-4750-8fea-1349723a5a9d" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2FhFjSU9N0XGLdrA63OPQg%2Fimage.png?alt=media&amp;token=fbdc5aac-3843-428e-b858-7bc5b58617ce" 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="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2FzHs9eKf85jupW20v36di%2Fimage.png?alt=media&amp;token=04d23a2d-b35c-4383-bbed-748f75ae4a27" 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="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2FOCeSwWjIgWiXu7TeDFzM%2Fimage.png?alt=media&amp;token=4ba852ab-be37-4e8e-8f7c-14c12d0b765a" alt=""><figcaption></figcaption></figure>