# Getting started with Yoxel Signals for Slack

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

### Prerequisites

***

#### 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%2FbFDO1tg8hAger6gxTU3T%2Fimage.png?alt=media&#x26;token=cacf5b1b-ff17-429b-8d16-22580b8e5faa" 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:&#x20;

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2FP1GixkuIru2EIFeWilOz%2Fimage.png?alt=media&#x26;token=6679f819-19f8-440b-b9c3-1f8065fac2ba" alt=""><figcaption></figcaption></figure>

* Configure API Platform 'yoxel':&#x20;

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2Fly8BTaWknFL5FSBbJh6v%2Fimage.png?alt=media&#x26;token=0a2e838f-68dc-4a8f-9e92-3e893533484c" alt=""><figcaption></figcaption></figure>

#### Hubspot CRM

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

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2FTXzYHuO1Levt83uSgLxs%2Fimage.png?alt=media&#x26;token=7df176e9-a0ca-4265-8fc4-3cfc7a827f2a" alt=""><figcaption></figcaption></figure>

### Adding the app

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1\. Ask your Slack admin to Install our [Pebbles](https://slack.com/apps/A6WF338RW-pebbles) app from the [web page](https://www.aurinko.io/pebbles/):

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2FM4xp3wx3RWuF6jIYGipg%2Fimage.png?alt=media&#x26;token=5ad4531f-6d71-4a5d-b56b-670b54e946eb" alt=""><figcaption></figcaption></figure>

2\. Pebbles will show the following welcome message in its app channel:

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2FJV5XU27Qyd74HacLzNV4%2Fimage.png?alt=media&#x26;token=856ea988-ecd0-4ef1-a556-3d7ca3e4c5a1" alt=""><figcaption></figcaption></figure>

3\. Go to a channel where you want to bring workflow signals and type the '/threads token' command:

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2F9q6Vy4AnG4NCOBIQTtyr%2Fimage.png?alt=media&#x26;token=8e8ec9b4-b2b8-4f5f-bf7d-e9f145a12f9b" alt=""><figcaption></figcaption></figure>

4\. А CRM login popup window will show. Please choose your CRM and login.

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2F4BppfZN4YqSfi85U7aJI%2Fimage.png?alt=media&#x26;token=d86f5c9e-281a-4f3a-adac-ff64904fc9ca" alt=""><figcaption></figcaption></figure>

5\. After a successful login Pebbles will provide an integration token, specific to the current channel.Store the token and use it in your CRM workflow setup.

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2F2630bB8tUIwZEC9oTa3Z%2Fimage.png?alt=media&#x26;token=0f6ab42e-8c4b-4499-9f6e-29626c8857f3" alt=""><figcaption></figcaption></figure>

6\. Depending on your CRM follow these instructions to setup your workflow signals:\
\
[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%2FC3YfotdqaJcV04zftZRF%2Fimage.png?alt=media&#x26;token=528aa4c3-d8f5-4636-ad21-546a1923317e" alt=""><figcaption></figcaption></figure>